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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6492 results found

  1. Google Forms

    Integration with Google Forms

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. salesforce link

    Be able to automatically link to opportunities all the previously linked documents

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. HubSpot: Push contacts birth dates and custom fields from Company Record

    At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. remove Document value for a workspace

    4 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Better toggling between workspaces

    They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Catalog: Private Notes for Catalog Items

    A place for private notes when adding catalog items.

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Include products in Link to Opportunity - Pipedrive

    Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Descriptive Error Messages

    More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    4 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  9. Undo catalog update

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Omit zero values for pricing tables (show them blank)

    i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    4 votes

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    Idea  ·  2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Recurly

    Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    4 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  12. Zoho Invoice

    Zoho invoice integration.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Search by Company

    Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. More prominent Print button (recipients view)

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  15. Export/Back Up/Download Image library

    4 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  16. Cell deletion in tables

    Delete a cell in a table (instead of row or column).

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Create doc/template quick buttons

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. ability to link deal value in Hubspot( variable) with Document value

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Ability to link PD documents to Freshsales deals

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Placeholder for a field : Ev2

    Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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