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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. edit bullet colours apart from text

    should be possible to create red bullets and have black text following?

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Use your bank for ACH

    Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. ability to setup sorting in the pop-up window when adding items from catalog to a pricing table

    ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Add a message/link to the dashboard

    idea to add a message/link to the dashboard for all of our team members to see

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Control reminders for docs created from Pipedrive deals

    Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. suggest edits available for other blocks besides text blocks

    How to make suggest edits available for other blocks besides text blocks?

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Saved Message Folder

    I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

    4 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. Editor 2.0 > "Image" Block - Include PDF as a supported file.

    In our contract, we include the PandaDoc signed cost proposal as "Attachment B" to our contact, which is visible to clients without clicking on an attachment. The PDF file format option was available to us using the classic editor. However, in 2.0 the image block only supports the following 3 files: JPG, PNG, WebP. Since PandaDoc does not export completed documents in these supported file formats, it makes it incredibly challenging to include the cost proposal as a visual document in our contract.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Asana

    As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!

    4 votes

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    2 comments  ·  Integrations  ·  Admin →
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  10. Refresh Pricing table and Data with MS Dynamics

    Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  11. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Document analytics for content blocks - marketing

    Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. No need to assign a specific payer/payers on a document

    Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  14. send the document to recipients first before sending for approval

    send the document to recipients first before sending for approval

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. Personalize/Change the Form Web Link that is shared

    customize the words of the form link

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  16. Only pay for Forms that are completed vs generated/started

    Only pay for Forms that are completed vs generated/started

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  17. Add "To Sign" to Dashboard

    Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Paylocity

    Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Google Meet

    Integration with Google Meet

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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