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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6587 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. Milanote

    An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Ability to default what info shows up in your pricing table when adding catalog item

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. The option to have 2 price columns and pick one

    The option to have 2 price columns and pick one

    https://pandadoc.zendesk.com/agent/tickets/369220

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Ability to input custom font size in text editor

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. Sequence number in catalog products

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. 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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  12. [ARCHIVE] Print or Download a Single Document in a Document Bundle

    The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Use API to add content library content to documents through the Pipedrive or Zapier integrations

    I want to add content to a document through the pipedrive integration or zapier that will add items from the content library

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. 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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  15. The ability to make certain text stationary

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Forecasting

    1 vote

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

    1 vote

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  18. 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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  19. 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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  20. 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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