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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7169 results found

  1. remove Document value for a workspace

    4 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Better toggling between workspaces

    They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Catalog: Private Notes for Catalog Items

    A place for private notes when adding catalog items.

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Include products in Link to Opportunity - Pipedrive

    Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Add or edit payment app settings for completed documents

    I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    4 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  6. Notification for template editing

    Send a notification to the team once the template is updated/edited

    4 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. Zoho Invoice

    Zoho invoice integration.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Search by Company

    Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. [Word Export] Custom font for docx / word export.

    Keep the custom font after downloading a document in Word format.

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. More prominent Print button (recipients view)

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Cell deletion in tables

    Delete a cell in a table (instead of row or column).

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Create doc/template quick buttons

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. ability to link deal value in Hubspot( variable) with Document value

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis

    We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Ability to link PD documents to Freshsales deals

    4 votes

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  19. Placeholder for a field : Ev2

    Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. live web document without having to assign 'Role

    live web document without having to assign 'Role'

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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