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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. Email attachments from upload fields to a sender

    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Add functionality/fields to User Profile

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Ev2, document link to be viewed

    The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  5. [Catalog] Order by SKU code

    The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. discount to pass in Zoho(if not quotes)

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. EV2. MS Dynamics - Ability to update document info for EV2 documents/.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Pagination ordering via API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. [Comments] Ability for recipients to send private comments

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  10. [Administration] sub-workspaces

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Export all tokens

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. add contacts to multiple workspaces in one go

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Pull information across different record types

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Save all the third-party signatures properties

    When a PDF with a third-party signature is uploaded to PandaDoc, this signature loses it's properties and, I assume, legality. So when you download this doc from PandaDoc, you need to re-sign it in a third-party tool, if the PandaDoc signature is not appropriate for you for legal reasons.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Protected PDF's from API download

    When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  17. Notification if the document is deleted

    A way to get emailed if a documented is deleted.

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Pull data from a template to a content library item with the help of tokens

    I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  19. [Mobile] Adding Ev2 items from the content library to the Ev2 template

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  20. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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