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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7103 results found

  1. Create a relation between documents so that recipients can be redirected from the main document to another document seamlessly(not bundling)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. iFrame error details

    iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  3. JavaScript Embed: Template (Editor 2.0) / document in Draft status.

    1 vote

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  4. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Hubspot Automations: automate document sending based on the value of the property, conditional sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Reset Conditional Fields when document is edited

    Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Auto-populate contact roles from Dynamics

    Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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  8. Payment gateway with Paystand

    1 vote

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  9. Send the document in HubSpot via SMS

    Send the document in HubSpot via SMS

    https://pandadoc.zendesk.com/agent/tickets/514788

    1 vote

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. CRM Transfer from Hubspot to Zoho

    Allow PandaDoc deals from Hubspot to transfer to Zoho

    1 vote

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  11. Ability to create a document from a template in Salesforce from a direct link

    • will allow a user to click Button URl to create a document.
    1 vote

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  12. notification for Acc Owner when invite for collaborator has been sent

    Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Be able to filter by currency within the Reporting feature

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Optional content blocks that can be turned on/off on the template.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Get one list of all collaborators from multiple workspaces

    The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. In-person signing support document rejection

    In-person signing support document rejection (for now you can only sign).

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. Put brackets without trigerring a variable input.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Designate which heading is recognized as a title by tables of contents

    Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…

    1 vote

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  19. Option to permanently disable the pop-up window that appears after uploading a PDF: "We recognized X form fields in the uploaded document"

    1 vote

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  20. Automate the creation of the products in the pandadoc product catalog via Make/Integromat

    1 vote

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