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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6866 results found

  1. Duplicate/Copy contacts in PandaDoc

    Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Auto-generate document variables for page numbers, header names, etc.

    In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. PandaDoc widget for purchase orders module in Zoho CRM

    1 vote

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  4. customize info showed when a document expires

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  5. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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  7. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Option to enable to see the recipient on the inbox

    Option to enable to see the recipient on the inbox

    1 vote

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  9. delete recent templates from document wizard

    option a delete recent templates from document wizard

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. columns to retain their default name in Ev2 once after unhidden

    columns to retain their default name in Ev2 once after unhidden

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Flowplayer Videos

    Flow Player is an excellent alternative to Vimeo and Youtube and it occurs to me that it would not be too difficult to integrate it as another video source in PandaDoc. https://flowplayer.com/

    1 vote

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  12. Ability to add a Template and have its approval retain as part of the Main Document.

    Ability to add a Template and have its approval retain as part of the Main Document

    1 vote

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  13. Ability to add multiple choice selections when creating via the API in EV2

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. Processing time

    Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.

    1 vote

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  15. Ability to display discount on the "Pay" button, the way it was in EV1.

    Ability to display discount on the "Pay" button, the way it was in EV1.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  16. track who download the document or if the recipient downloaded the document in PandaDoc

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Option to have no spaces on number/text field

    Option to have no spaces on number/text field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. All customer to pay more than requested % of total.

    Allow customers to pay for more than the requested percentage if they choose to.

    1 vote

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  19. Evalon (Fusebox)

    Integration with Evalon (Fusebox).

    1 vote

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  20. Ability to list attachments via API (the attachment that was added upon manual document completion via +Upload file button)

    1 vote

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