7271 results found

1. Podio CRM

   Podio CRM integration

   12 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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2. 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  ·  Delete…  ·  Admin →
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3. 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  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Zoho: to pull information from subforms

   Zoho: to pull information from subforms

   12 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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5. Improve PDF output

   The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.

   12 votes

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   Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  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

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   Idea  ·  2 comments  ·  Other  ·  Delete…  ·  Admin →
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7. Conditional formatting for fillable fields
   12 votes

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   Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  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  ·  Delete…  ·  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  ·  Delete…  ·  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  ·  Delete…  ·  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  ·  Quote Builder & Pricing table  ·  Delete…  ·  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  ·  Delete…  ·  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  ·  Delete…  ·  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  ·  Delete…  ·  Admin →
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15. Private Contact Option

    Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    12 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  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  ·  Delete…  ·  Admin →
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17. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. [Payments] Receive payment by check
    12 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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19. [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  ·  Delete…  ·  Admin →
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20. Russian localization

    PandaDoc localization in Russian.

    12 votes

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    Idea  ·  1 comment  ·  Localization  ·  Delete…  ·  Admin →
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