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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7330 results found

  1. Auto page size adjustments

    Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  2. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    5 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Choose a folder in which documents created from HubSpot will appear

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Sequence number change

    Possibility to change sequence number after the document has been sent.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Payment block without configured gateways

    Option to use Payment block without configured gateways.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Make the upload field contents available to all recipients

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Ability to send password-protected documents in bulk

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Add value on textfields using CRM variables

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  11. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. Ability to bulk download all signed documents from HubSpot

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. CPQ Workflow - ability to delete workflows under My Workflow items

    Delete/remove "test" workflows within our environment that are partially complete.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  14. CPQ Workflows report for tracking usage

    We would like to track CPQ workflows usage to see how our users are adopting the new process.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  15. Passing HTML or Markdown through API variables

    Passing HTML or Markdown through API variables

    4 votes

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    0 comments  ·  API  ·  Admin →
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  16. email notifications when an automation has issues

    receive email notifications when an automation or integration have issues

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. automatically calculate the quantity in the table

    automatically calculate the quantity in the table not in the pricing table

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Export Quote Builder/Pricing table as CSV

    We'd like to export CPQs, tables as a CSV file

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Allow displaying non-draft documents in Embedded Editor

    Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:

    This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Variables: Have the ability to use "Sender" details from variables without sending the document to the sender

    Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.

    4 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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