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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. inform the form owner that the email was added incorrectly/invalid and the document was not delivered

    inform the form owner that the email was added incorrectly/invalid and the document was not delivered

    https://pandadoc.zendesk.com/agent/tickets/559774

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. 'Replace source file' not only for the uploaded content, but also for documents created in the editor

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Print signature certificate in grayscale (black and white)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Zoho: keep document when the Lead is converted to Contact

    When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line

    We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Reporting on only deleted documents

    Customer would like to generate a report for deleted documents alone

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Make the Pandadoc contract ID search available

    Search for a contract using Pandadoc contract ID data

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Xero Practice Manager integration

    Native integration with Xero Practice Manager

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Detailed information on delete function

    Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Ability to Change Font Color in Suggest Edit Mode

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Delete Blank Pages from PDFs

    Be able to delete a blank page from a completed document PDF

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Route failed deliverability notification to document creator

    Ability to route failed deliverability to other email address

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Create multiple documents both from template and PDF via API

    Create multiple documents both from template and PDF via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. Ability to generate a report on the number of documents edited after being sent.

    Ability to generate a report on the number of documents edited after being sent.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Roles VS Licenses Info

    A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Salesforce: use custom field in merge rule

    Option to use custom fields in merge rules

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Integration option for Invoice ASAP

    Will allow the user to integrate PD to Invoice ASAP

    1 vote

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  18. Make it easier to locate a template in the PandaDoc dashboard using the template id.

    Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. Forms that do not show the creator's name on email notifications when they are sent out.

    The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  20. Option to enable commas in any integer fields

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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