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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Zoho Invoice

    Zoho invoice integration.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 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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  3. pull products(related object) of a custom object in Salesforce to the pricing table

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. More prominent Print button (recipients view)

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.

    Customer's statement:
    Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again

    4 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. map pricing table footer items to CRM fields

    Make pricing table footer fields available for custom mapping

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. add product Tax on the Deal Products in pipedrive

    ability to add product Tax on the Deal Products level in PD template

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Keep Content Library item settings the same when inserting into Document

    When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    4 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  16. change recipients like in ev1 for ev2

    4 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  17. Import product data from a .csv directly to a document or template.

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Microsoft Dynamics Discount option

    Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Add indicator for expiring soon documents

    I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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