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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6103 results found

  1. Export documents tag list

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Keep Comments on Document after editing

    Keep comments after moving a document from sent to draft status.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures

    This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Allow variable values to auto-update in a document when updated in Salesforce

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. Pass info from a form response and transfer them into a template via variables.

    Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Sequence number in catalog products

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. 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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  8. Ability to have bundled documents save as individual documents under account

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Forecasting

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. Subsection in the pricing table

    Subsection in the pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. pull Opp category discount in SFDC pricing table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. 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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  16. 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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  17. attach emails to PipeDrive objects

    attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  18. 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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  19. 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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  20. Vaultre CRM

    To be able to integrate with CRM VAULTRE or have an option via Zapier,

    1 vote

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