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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7449 results found

  1. Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"

    I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  2. Share saved messages across workspaces

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Always open a document in a new tab

    When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    4 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Edit the sent documents from Actions Required section

    Have an option to edit the sent documents from the Actions Required section

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Ability to update a signer without clearing all the fields.

    Ability to update a signer without clearing all the fields.

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Remove a template role at the step of assigning recipients by clicking the bin icon

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  7. The ability to sign up with any email not only a business email with the custom domain

    When you sign up, you can use any email not only the business email with the custom domain.

    https://pandadoc.zendesk.com/agent/tickets/509043

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Ability to add more than 20 collaborators for an additional charge.

    Ability to add more than 20 collaborators for an additional charge.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Duplicate categories in the catalog

    Duplicate categories in the catalog

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Chargify

    Ability to connect Chargify to PandaDoc as a payment integration.

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  11. Prevent deactivated products in Pipedrive from being populated to the PandaDoc document

    deactivated products in Pipedrive are not populated to the PandaDoc document

    https://pandadoc.zendesk.com/agent/tickets/503711

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Add Japanese as UI Tanslation

    Please add Japanese as an available language within the UI for clients. Thank you

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Hide recipient info on sent document (initials + email) from other document recipients

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Set up the default size for the images in the pricing table

    Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. [Portuguese/Brazil] Recipient localization for documents created via API

    subject line is not included in the translation

    4 votes

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    0 comments  ·  API  ·  Admin →
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  16. Ascending/Descending document status

    Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Multi-Step Form

    Create a multi-step, multi-paged form for the the recipient to go through.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Import data from Excel into document fields in PandaDoc

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. limit document creation to be only created from CRM at the template level

    limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Being able to change the email the document is sent from

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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