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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. Add documents to a bundle

    Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    18 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  2. Pricing Table: decimals editing on a cell level

    to change the decimals on the cell level

    18 votes

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    6 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    18 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. To be able to upload editable powerpoint

    18 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Presentation Option: Powerpoint slideshow mode (no scroll)

    Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    18 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  6. copy the entire folder with templates/docs in it

    18 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  7. no extra page when adding item from content library

    no extra page when adding item from content library

    18 votes

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    5 comments  ·  Usability Improvements  ·  Admin →
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  8. Recipient verification on Forms (Forms email validation)

    Allow the signer of the form to verify the email address as mandatory step to complete the form

    18 votes

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    2 comments  ·  Forms  ·  Admin →
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  9. Customize information passed to QuickBooks

    Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    18 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  10. Hide rows in a pricing table

    Hide rows in a pricing table

    18 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Fields signing order on a document/form

    Add order in which the recipient would be able to act on fields.

    18 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    18 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    18 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. disabling all reminders

    disabling all reminders at a time

    18 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  16. wrap text and make text smaller when recipients add long responses to text fields

    wrap text and make text smaller when recipients add long responses to text fields

    18 votes

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    2 comments  ·  Usability Improvements  ·  Admin →
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  17. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    18 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Link to CRM Zoho

    Link documents to Zoho CRM from PandaDoc side

    18 votes

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    3 comments  ·  Integrations  ·  Admin →
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  19. Calculate tax by location

    Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    17 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Conditional fields for several recipients

    Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    17 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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