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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6118 results found

  1. Genie AI Integration

    Option to integrate with Genie AI

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Link two text fields so text continues from one field to another

    Link two text fields so text continues from one field to another

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Once a document is completed, can I have it update an opportunity with the file in Copper?

    Once a document is completed, can I have it update an opportunity with the file in Copper?

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. 'In progress' Document Status

    Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. auto-place fields using the mobile app

    auto-place fields using the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. add the settings in the pricing table so a few products are already automatically preselected

    add the settings in the pricing table so a few products are already automatically preselected

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. share room templates between workspaces

    Is there a way to share Room templates between workspaces like there is for Document templates

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  8. Bold the Grand Total in the Quote

    Bold the Grand Total in the Quote

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Approval workflows when users change CLI in documents, such as terms and conditions

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. ability to control content access across all workspaces from a single source as the account owner, without having to duplicate or draft doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Download as HTML

    Ability to Export PandaDoc document as HTML

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Follow Up Boss

    Integration with Follow Up Boss

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Disable auto numbering

    Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Disable Product Image Preview in CPQ

    When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Modify iframe design when using embedded links

    The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Partial Editing Permissions for Member Roles

    This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Dynamic text: conditional logic for tables rows and cells

    Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Disable alignment bar on fields

    The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Mercury Bank payment gateway

    Adding Mercury Bank as a payment gateway to PandaDoc's integration.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  20. Hide suggest edits history from recipient

    The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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