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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7668 results found

  1. Option to remove the white bar in the embedded document view

    When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Genie AI Integration

    Option to integrate with Genie AI

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Pricing table: added row with product image via API

    This feature is really important!

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. 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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  5. 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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  6. '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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  7. 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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  8. 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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  9. Pipedrive upload PDF of documents other than Completed in History

    Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status

    2 votes

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  10. 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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  11. 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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  12. 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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  13. 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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  14. Download as HTML

    Ability to Export PandaDoc document as HTML

    2 votes

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  15. Ability to edit the installment date after the 1st payment has been made

    Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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  16. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Follow Up Boss

    Integration with Follow Up Boss

    2 votes

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  18. 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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  19. integration with coda.io

    integration with coda.io

    2 votes

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  20. 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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