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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7202 results found

  1. Word document Text Sectioning

    Option to automatically put sections of an uploaded word document into different text blocks after uploading.

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Ability to specify what pages to download when downloading in mass

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Autoassigning recipients to roles in CRM integrations

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. images preview

    ev2 click on the images and see them full screen

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  6. Content Locking improvement for Ev2

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. ev2 pricing tables- open entry text field for signers in pricing tables.

    ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. 2 way sync for Close

    2 way sync for Close

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. [Pricing table 2.0] Preserve the column width when it's hidden

    3 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  10. For PandaDoc to have an automatic domain verification

    PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  11. Undo providing the ability to undo field moves and not just text changes

    3 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  12. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Bulksend report

    Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Automatically update the product catalog when the bookkeeping is updated

    We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  16. Java Script in the document

    The option to put Java Script into the document (to create a 3D image for example).

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Pass Deal Info From Hubspot Using Zapier

    Be able to pass deal information using Zapier and Hubspot

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Ability to limit font type options for signatures when recipients choose to type their signature

    3 votes

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  19. 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

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. [Bulk action] Select and add CLIs to the document

    The option to add different CLIs at once (select them together and add to the document).

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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