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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7145 results found

  1. Ability to add an unassigned field after other fields are assigned

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  2. Ability to set document title for Zendesk Support Integration

    By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Adding multiple Images on a placeholder via API

    Adding multiple Images on a placeholder.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Ability to add attachments via the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. The ability to combine folders in the catalog into one folder.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Dynamics 365 Jobs

    Integration with Dynamics 365 Jobs

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in

    to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. background image work for pages with PDF page break

    We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.

    Basically, we want it to operate like an image on a Word document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Add recipient in CC via API

    Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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    1 comment  ·  API  ·  Admin →
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  11. The ability to automatically have a document sent once a payment is made in Stripe.

    Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Ability to pull products from Copper CRM into pricing tables

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. all the comments where you were tagged in one place

    see all the comments where you were tagged in one place (it can be included in reporting, for instance).

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Widen sidebar/panel

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Add document to be sent trigger HubSpot

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. sku lines bulk delete all items

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. schedule template update to publish at "x" time.

    • due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Ability to switch the entire catalogue currency.

    Ability to switch the entire catalogue currency.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. field authentication for bank account numbers, routing numbers

    2 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  20. Capitalized Variable from CRM tokens

    Capitalized Variable from CRM tokens

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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