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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

  1. More text font size options (right now, only even numbers allowed)

    Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  2. Link document from PandaDoc to Salesforce: search opportunity by ID

    Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
    Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Auto-insert recipient information as document title

    option to use recipient information such as first and last name as document title

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Customizable options for field validation

    Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  5. [Quote Builder]: 2 way sync with Salesforce

    2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  6. Ability to increase the number of decimals within product catalog

    Ability to increase the number of decimals within product catalog

    6 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →

  7. Option to remove the description from the pricing table

    Option to remove the description from the pricing table

    • Option to remove the description from the Product name column
    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  8. Ability to assign fields via APi

    Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →

  9. Text field validation: view or edit field validation rules

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  10. Contract negotiations (native redlining) in draft mode for internal use case.

    Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Admin →

  11. Doc status will not change to Paid unless payment is successful

    If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Quote to Cash  ·  Admin →

  12. send a PandaDoc to a phone number rather than email

    Account has recipients that do not have an email address

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  13. Notification Product Catalog Import

    Notification Product Catalog Import

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  14. Validate credit card details

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  15. 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 →

  16. 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 →

  17. Set an email subject in saved messages

    6 votes

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    2 comments  ·  Other  ·  Admin →

  18. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    0 comments  ·  API  ·  Admin →

  19. Pull info from Salesforce into PandaDoc fields

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  20. Default custom theme for Ev2

    Default theme for Ev2 in Settings.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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