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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. Salesforce: integrate with Asset object

    Add Assets to the objects supported by the SFDC integration.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. create a link for collecting files from clients

    create a link for collecting files from clients

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Send completed document PDF only to a sender

    Sender receives the completed PDF but the other recipients do not

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Mobile app: match the web version functionality

    Ideally would like the mobil app to match the functionalities that are available on the browser in terms of creating & editing documents that would be sent for signature

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  5. Smart content: duplicate document and keep changes made to the added content

    Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. ConvertCalculator integration

    ConvertCalculator integration

    2 votes

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  7. Embed payment link

    embed payment link

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  8. Different title for the document PDF

    We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Add a signature field to the attachment added to the document via Zapier

    add a signature field to the attachment added to the document via Zapier

    2 votes

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  10. Report documents created in PandaDoc and linked back to CRM

    Report showing documents created in PandaDoc and linked back to CRM

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. API: Reorder document pages

    The ability to reorder pages/sections of a document via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. Document Creator System Variable

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Options for symbol shortcuts

    Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. HubSpot: ability to pass total discount (Global terms discount) to PandaDoc pricing table/quote builder block.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Have a general "To Sign" document status

    "To Sign" document status for all documents within the workspace so you can filter them by this status under My documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. PayU integration

    PayU integration

    2 votes

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  17. Option to transfer files from file-type fields in HubSpot to fields in PandaDoc

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Show which completed documents you have opened vs which completed documents you have not opened

    Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Formstack integration

    Formstack integration

    2 votes

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