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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6183 results found

  1. Freshsales Form

    Integration with Freshsales Form.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Increase the document sequence by more than 1

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Require approval in order to manually change doc status to complete

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  4. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Pass product code automatically from Pipedrive

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Line form in PDF : automatic recognition

    Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically (Ev2).

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. auto-refresh editor after clicking 'finish' when sending a document to yourself

    auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  9. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Multiple-page document view format

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. pass fields information from one template to another

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Stop Stripe from flagging accounts that are initiating payment via API

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  13. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Comments default display in both internal and recipient mode

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  15. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Support Samsung Internet browser (mobile) for recipient's view

    Support Samsung Internet browser (mobile) for recipient's view

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  17. Loxo CRM

    Integration with Loxo CRM

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Mobile App - ability to open documents with access code

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  19. Change color of pages

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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