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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7530 results found

  1. Update font type/size without having to use a theme.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Exclude Form Responses from exported CSV

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Create document folders for each contact (client) in bulk

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. Get document details: image URL

    Get image URL or a document attachment via Get document details call

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Cybersource

    Add Cybersource as payment integration

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  6. Proposals that can convert to Contracts

    It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. The ability to be connected to multiple PandaDoc workspaces in Hubspot.

    Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Dynafile

    Integration with Dynafile

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. saved message language, how can I change that to Dutch?

    saved message language, how can I change that to Dutch?

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  10. Auto-update contacts in PandaDoc once they're updated in Google.

    Auto-update contacts in PandaDoc once they're updated in Google.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. PayPal -- a more clear message that shows customers can pay via PayPal or CC details.

    2 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  12. add address validation options for fields

    address field validation

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. The ability to download selected folders together in bulk.

    Instead of having to download the folders with documents separately.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Report for documents that changed to a certain status during a date range

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. The ability to add a new section within a pricing table other than at the bottom.

    When adding a new section in the pricing table at the bottom via '+ Section', the new section has to be dragged elsewhere in the pricing table (if the desire is to add the section towards the top or in the middle, for example). Could there be a functionality where it's not automatically added at the bottom and has to be dragged to the desired position in the pricing table?

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Option to exclude data from deleted documents in reporting

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Option for fileds to have spaces to accomodate government ID numbers

    Option for fileds to have spaces to accomodate government ID numbers.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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