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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6683 results found

  1. Automations: save PDF of the document to Desktop

    Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Use variables inside radio buttons

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. send PandaDoc document instead of word while setting up the White labeling feature.

    send PandaDoc document instead of word while setting up the White labeling feature.

    https://pandadoc.zendesk.com/agent/tickets/390995

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Link expired document to Hubspot deal

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. In-App notification for New Features

    Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Custom fonts to be uploaded and applied once for use on the application within all the Content Library Items

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Ability to adjust the size of all fields (checkboxes) at the same time

    Allow users to adjust the size of a checkbox or any type of field in one go.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Conditional Approvals for Pricing Column

    Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  10. Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Pull in tax from Zoho as template field

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. UTM parameter

    to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Transfer data from fields into a pricing table

    I want to give some options for my products and services in the form and once the user submits the form, I expect to move the data in a pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. improving the search tool in Help Center

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Synchronise the document in a bundle with the template, so when the change is made to template it applies to document

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. Set max number of items in Volume-based Pricing

    I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Attached file Sender field. An option to attach a file to a document for a recipient to download, similar to how Collect Files Field works

    An option to add in the forms a click to download a document.
    Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Allow multiple sequence numbers per one document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Display volume-based pricing in pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Apostrophes in emails

    Just to report an issue i came across this morning, your email input on forms doesn't like apostrophes in the email. I tried to enter this email address (key data removed) and it didn't let me: Kerry.O'Sullivan@***.com

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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