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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Internal hints, notes within document instead of as comments or in line chat

    It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    12 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  2. Make PD FedRAMP compliant

    Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/

    12 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  3. Podio CRM

    Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Duplicate workspaces

    The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    12 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

    Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    12 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  7. Conditional formatting for fillable fields

    12 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Use Salesforce integration On iPad

    Salesforce integration with Pandadoc on Ipad

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  9. [Search] more Template filters

    Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  10. [Master settings] Custom variables sharing across templates

    Share variables across the templates.

    12 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. An ability to update and calculate currency once the currency is changed in the pricing table

    It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Total Time Viewed Reporting

    Advance reporting to show total time viewed on each document.

    12 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. Edit template via mobile

    Edit the templates via mobile app.

    12 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  14. Ability to remove the Report Spam button from emails

    12 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  15. Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)

    How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    12 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  16. Forwarding documents option for API

    Forwarding documents option for API.

    12 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  17. [Payments] Receive payment by check

    12 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  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.

    12 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  19. [Content design] change orientation for uploaded template

    change orientation for uploaded template

    12 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. [Hubspot] turn off the auto-CC of a recipient for documents created in Hubspot

    12 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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