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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?

    18 votes

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    1 comment  ·  Integrations  ·  Admin →

  2. To be able to upload editable powerpoint

    18 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  3. Presentation Option: Powerpoint slideshow mode (no scroll)

    Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    18 votes

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    3 comments  ·  Recipient Experience  ·  Admin →

  4. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    18 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →

  5. copy the entire folder with templates/docs in it

    18 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →

  6. no extra page when adding item from content library

    no extra page when adding item from content library

    18 votes

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    5 comments  ·  Usability Improvements  ·  Admin →

  7. Recipient verification on Forms (Forms email validation)

    Allow the signer of the form to verify the email address as mandatory step to complete the form

    18 votes

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    2 comments  ·  Forms  ·  Admin →

  8. Customize information passed to QuickBooks

    Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    18 votes

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    1 comment  ·  Quote to Cash  ·  Admin →

  9. Hide rows in a pricing table

    Hide rows in a pricing table

    18 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. Fields signing order on a document/form

    Add order in which the recipient would be able to act on fields.

    18 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. saving documents in google drive from PandaDoc

    To have the ability to save documents in google drive from PandaDoc

    18 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →

  12. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    18 votes

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    0 comments  ·  Integrations  ·  Admin →

  13. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    18 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  14. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →

  15. Text formatting for catalog

    At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  16. API: Create Document Link for Editor 2.0 documents

    Create Document Link for Editor 2.0 documents in API
    https://developers.pandadoc.com/reference#link-to-a-document

    18 votes

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    Released  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →

  17. wrap text and make text smaller when recipients add long responses to text fields

    wrap text and make text smaller when recipients add long responses to text fields

    18 votes

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    2 comments  ·  Usability Improvements  ·  Admin →

  18. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    18 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →

  19. Recipient: Signature field options

    • Add the ability to set different from black signature color.
    18 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  20. Document Expiration Date token

    A predefined token for "Document Expiration Date

    18 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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