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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Automatic update of currency depending on the currency of catalog item.

    Automatic update of currency depending on the currency of catalog item.

    6 votes

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    0 comments  ·  Admin →

  2. Update salesforce opp once the document is completed

    Update salesforce opp once the document is completed without Zapier.

    6 votes

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    3 comments  ·  Integrations  ·  Admin →

  3. Set an email subject in saved messages

    6 votes

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    2 comments  ·  Other  ·  Admin →

  4. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    0 comments  ·  API  ·  Admin →

  5. Pull info from Salesforce into PandaDoc fields

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. Default custom theme for Ev2

    Default theme for Ev2 in Settings.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  7. Delayed charge for an invoice

    Collect a payment and have it charged like a week later?

    6 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  8. Recipient Field Navigation by Tabbing

    6 votes

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    Released  ·  1 comment  ·  Usability Improvements  ·  Admin →

  9. View API Logs

    view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →

  10. [Integration] Google docs / EV2

    6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →

  11. EV2 Grand total and pricing table variables updating dynamically

    6 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  12. Automatically save signed docs to cloud storages (Google Drive, Dropbox, etc)

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  13. Document Value on Editor 2.0 (aka Grand Total)

    Set the value of the document to calculate based on the Pricing Tables available in the document or template.

    6 votes

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    Released  ·  1 comment  ·  Admin →

  14. Ability to choose which documents statuses show in the tabs on the Home screen

    Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.

    5 votes

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    3 comments  ·  Usability Improvements  ·  Admin →

  15. Footer/Header - Ability to add signature fields, text fields.

    The ability to add fields on footer such as text field or signature fields.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  16. Update HubSpot Deal Products with changes made in Pricing Table

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  17. [Reporting] Ability to download a csv file for sent documents

    download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    5 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →

  18. Add Webhooks for Templates

    Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  19. [Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.

    Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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

  20. refresh the TOC automatically when headings are inserted, modified or deleted

    refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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