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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6683 results found

  1. update salesforce account status once a document is completed

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Add a style text-outline to our font

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Hidden column

    I would like to see a hidden column where I can put part numbers and maybe even our cost in the proposal without using the product catalog. Also a way to final print a completed proposal with out pricing for my installers.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. I would like to see a command for the insert section below, like insert row below.

    I would like to see a command for the insert section below, like insert row below.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. Receive webhooks only for API created documents

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. Ability to search by recipient names in Microsoft teams

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Benchmark One

    Integration with Benchmark One

    1 vote

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  8. FORMAT A4 et A3

    Hello, documents in A3 landscape formats are systematically resized in A4 format. This is a big problem for scaled documents

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Share page between templates w/o content library

    Ability to move individual pages between templates without needing to first add to the content library.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Hide Change Language option

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  11. Support processing for multiple file documents in Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. add a public comment to a published form rather than on the document level

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Ability to adjust the documents' order in the batch.

    Ability to adjust the documents' order in the batch.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Ability to switch the entire catalogue currency.

    Ability to switch the entire catalogue currency.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. drag items easily within the document

    https://www.loom.com/share/959038d5d7044e52bfc13ab698901ad6

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Add About to Expire tile on dashboard landing page

    It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Dropdown workflow

    Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Option on the pricing tabler to put notes on the currency column

    Option on the pricing tabler to put notes on the currency column.

    • Will allow the user to put notes on the currency
    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Add buttons to the templates/documents

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Option to sign in using Microsoft

    Option to sign in using Microsoft.

    • allow the user to signin using Microsoft
    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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