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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6835 results found

  1. 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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  2. Let Members view docs in which they are recipients

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. Lister: The "Sent by someone" filter in the Documents tab

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Loxo CRM

    Integration with Loxo CRM

    1 vote

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

    1 vote

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

    1 vote

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

    Review the content of sent documents in Salesforce directly.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Different attached files for each recipient in Bulk send

    1 vote

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    Idea  ·  0 comments  ·  Esign & Notary  ·  Admin →
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  13. Import data from Dell quote

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. [Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice

    Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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  15. Page Centering

    Can you please add a function that allows users to center objects on the page or always have the center alignment line populate?

    When working on a page with multiple content boxes it is nearly impossible to drag a new object (text box) to the actual center of a page due to PandaDoc using grid-based relative layout where it prioritizes alignment to different boxes rather than the actual center of the page. The center line should always populate to ease the process for users manually adjusting documents. Even if there was a button to center the object, like you center…

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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