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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. Ability to add a discount in pricing table that has expiration

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Ability to set up data merge for documents in Zapier.

    Ability to set up data merge for documents in Zapier.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Limit the list of domains via API

    Limit the list of domains from which API requests are being sent

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Re-open suggestions

    The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Generate PDF from Salesforce Flow or Trigger

    The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Remove HTML tags n SalesForce

    Would like to have a PD option to remove HTML tags across the variables in SalesForce.

    1 vote

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  7. Ability to acquire Canva file with videos

    When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Assign permissions for users to be able to share templates across workspaces

    Assign permissions to share templates

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Create Approver filter in the document list

    Create an Approver filter in the document list

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  10. Display the email of the secondary form recipient

    Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. [Quote Builder] Generate a line item report of the total items quoted after signature

    Generate a line item report of the total items quoted after signature by client for fulfillment of the order?

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Ability to pull Stripe subscription ID from product catalog

    Ability to pull Stripe subscription ID from product catalog

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Restore versions of template/document in the backend

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Ability to turn off reminder even the document was already sent.

    Ability to turn off reminder even the document was already sent.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. download the CSV of document names and the deals linked

    download theCSV of document names and the deals linked

    https://pandadoc.zendesk.com/agent/tickets/528964

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  16. Template for downloading CSV of form responses

    Ability to choose a template when downloading a CSV file of form responses

    1 vote

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  17. Add videos in tables

    The option to add videos within the table cells.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Check box additional settings

    Even though field was not required signers should not be able to complete the document.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Disable Request review notification

    Disable Request review notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. The option to transfer the fields of an existing form to another form and then simply correct the incorrect fields

    1 vote

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