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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6048 results found

  1. [Microsoft Dynamics] Primary contact information of the account is passed as recipient rather than account information

    If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Create a relation between documents so that recipients can be redirected from the main document to another document seamlessly(not bundling)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. iFrame error details

    iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  4. JavaScript Embed: Template (Editor 2.0) / document in Draft status.

    1 vote

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  5. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Hubspot Automations: automate document sending based on the value of the property, conditional sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. Reset Conditional Fields when document is edited

    Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Auto-populate contact roles from Dynamics

    Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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  9. Payment gateway with Paystand

    1 vote

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  10. Ability to create a document from a template in Salesforce from a direct link

    • will allow a user to click Button URl to create a document.
    1 vote

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  11. notification for Acc Owner when invite for collaborator has been sent

    Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Get one list of all collaborators from multiple workspaces

    The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. In-person signing support document rejection

    In-person signing support document rejection (for now you can only sign).

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  14. Put brackets without trigerring a variable input.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Designate which heading is recognized as a title by tables of contents

    Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Automate the creation of the products in the pandadoc product catalog via Make/Integromat

    1 vote

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  17. Restrict adding fields

    Option to disable user's the possibility to add fields on top of documents

    1 vote

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  18. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  19. Operators as a condition in smart content

    can I use operators as a condition? For example if "amount > 0" then show "content".

    1 vote

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  20. Be able to add "Collect files" field with the help of field tags

    1 vote

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