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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5374 results found

  1. create a panda doc document in salesforce via code through click

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Forecasting

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Inbox for signers that are non PD users: have inbox without account

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. Variables to be filled in with Capital letters by default

    Hello,

    So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
    However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
    Can you please look into this, as this could be a deal breaker for many scenarios.

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Reporting on document that were sent and then moved back to draft status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. pull Opp category discount in SFDC pricing table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Control the features section of content library so it's favorited items vs PD examples

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Ability to update portions of a variable to be in italics

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Mulitple separate approvers on one template

    Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  10. Option on the data merge to set up font weight

    Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Ability to auto save pdf in SFDC from expired status

    1 vote

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  14. See the Document Record for all workspaces in Salesforce

    Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.

    1 vote

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  15. Round document value/document.value variable

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Edit size of image when added to table

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Zomi Localization

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  18. Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. Docx converter to support "sym"elements

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Ungerboeck

    Integration with Ungerboeck

    1 vote

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