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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6048 results found

  1. Ability to add a discount in pricing table that has expiration

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Ability to set up data merge for documents in Zapier.

    Ability to set up data merge for documents in Zapier.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Limit the list of domains via API

    Limit the list of domains from which API requests are being sent

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Re-open suggestions

    The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Generate PDF from Salesforce Flow or Trigger

    The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Ability to acquire Canva file with videos

    When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Assign permissions for users to be able to share templates across workspaces

    Assign permissions to share templates

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Create Approver filter in the document list

    Create an Approver filter in the document list

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  9. Display the email of the secondary form recipient

    Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  10. Ability to pull Stripe subscription ID from product catalog

    Ability to pull Stripe subscription ID from product catalog

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Restore versions of template/document in the backend

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Ability to turn off reminder even the document was already sent.

    Ability to turn off reminder even the document was already sent.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. download the CSV of document names and the deals linked

    download theCSV of document names and the deals linked

    https://pandadoc.zendesk.com/agent/tickets/528964

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  14. Add videos in tables

    The option to add videos within the table cells.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Check box additional settings

    Even though field was not required signers should not be able to complete the document.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Disable Request review notification

    Disable Request review notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. The option to transfer the fields of an existing form to another form and then simply correct the incorrect fields

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. Option that allows users to populate specific line items from HubSpot into a PandaDoc document based on user-defined criteria

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Integration or useful Zaps to use with HouseCall Pro

    you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. HubSpot: keep the document linked if Deal ID changes

    Option to keep document linked in case Deal ID changes

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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