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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. images preview

    ev2 click on the images and see them full screen

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Content Locking improvement for Ev2

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Format messages (new paragraphs, etc.) for documents sent via API

    While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. ev2 pricing tables- open entry text field for signers in pricing tables.

    ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. 2 way sync for Close

    2 way sync for Close

    3 votes

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  7. [Pricing table 2.0] Preserve the column width when it's hidden

    3 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Undo providing the ability to undo field moves and not just text changes

    3 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  9. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Central Point for Users in Organization

    Central place to review all the users and their membership in workspaces.

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. pull products(related object) of a custom object in Salesforce to the pricing table

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Bulksend report

    Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Automatically update the product catalog when the bookkeeping is updated

    We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  14. Java Script in the document

    The option to put Java Script into the document (to create a 3D image for example).

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Pass Deal Info From Hubspot Using Zapier

    Be able to pass deal information using Zapier and Hubspot

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Ability to limit font type options for signatures when recipients choose to type their signature

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.

    Customer's statement:
    Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis

    We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. [Bulk action] Select and add CLIs to the document

    The option to add different CLIs at once (select them together and add to the document).

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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