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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6412 results found

  1. Bundle document in Salesforce PandaDoc module

    Ability to click on the "+ Document" option in Salesforce's PD module

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Option to filter documents without tags

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Fix Bug: Number formatting wrong in PDF export

    When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Pass cost with Hubspot product mapping

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. 'decline services' zero out the total in the whole price table

    able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. collaborators can see the attached files

    collaborators can see the attached files with the permission to view and comment the document

    2 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  7. Ability to set a limit for the number of files being uploaded via the document creation.

    Ability to set a limit for the number of files being uploaded via the document creation.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Ability to generate URL for filtered documents list or set up default filtering options on workspace level

    I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. remove grey background from text field when the document is opened for the recipient

    remove grey background from text field when the document is opened for the recipient

    https://pandadoc.zendesk.com/agent/tickets/451149

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. save template on specific folder

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  11. Option to pull value from Pipedrive Deal custom field to the pricing table

    Option to pull value from the Deal custom field to the pricing table in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. conditional fields based on CRM field value

    For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. Ability to set page numbering for all pdf documents (default options)

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Public templates: Adding a PhD proposal template

    Adding a PhD propsal template on the Preloaded template

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Option to create a list of completed document on Hubspot

    Option to create a list of completed document on Hubspot

    • will allow the user to create a list or view the list of the completed document in HubSpot
    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear

    Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Require variables to be filled without the option to replace with blanks

    It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. add "Are you sure" feature when accidentaly hit the ESc or X button while editing the document so the updated info won't be lost

    Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Open Document button

    In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. Cover Page Width

    A way to adjust the Cover Page Width to be the same size as all documents

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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