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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7124 results found

  1. Product bundle: automatic update

    Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    4 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Update document value if specific radio button is checked

    Update document value if specific radio button is checked

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Adjust the size of the background image manually

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Salesforce integration - pull multiple related records on a document

    It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

    Thank you for your consideration!

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Automation: The automatically sent document will contain information provided by the recipients from the first document

    When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  6. Salesforce: assign recipients from look-up field to roles

    Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Option to track user actions within the account

    The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Conditional fields - automatically fill out the value of another field

    Conditional fields - automatically fill out the value of another field

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Kiosk: Forms

    The ability to use forms in kiosk like survey monkey do

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Remove the option to leave a public comment on a form

    Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. System for Cross-domain Identity Management (SCIM) via okta

    4 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  13. Being able to pull any product info (example SKU) into the Report

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  14. The ability to upload multiple signatures

    Customer would like to have the ability to upload different signatures in their profile

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Webhook trigger for Tags

    Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Increase the text field character more than 10,000

    • will allow the user to exceed the 10000 limit
    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Presentation mode while being able to edit from the background

    Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Completed documents in folders should remain hidden

    Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Option to create expandable text blocks / Option to expand and collapse text blocks

    Option to make a text block expandable if the content is too large.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Home: waiting for others tab for all documents within workspace

    Option to have Waiting for others tab for all documents within workspace

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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