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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7636 results found

  1. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Push Tax from Hubspot to PandaDoc

    Push Tax from Hubspot to PandaDoc

    10 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  3. fillable fields for internal use only

    fillable fields for internal use only - hide fields from customers or recipients

    10 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Reminders set in hours

    Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Place Page break in the middle of the table block

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Smart Content Works on Cover Pages

    Be able to use smart content on cover pages.

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Ability to bundle products with one-time payments and recurring payments into one batch

    10 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    In Development  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  8. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    10 votes

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    0 comments  ·  API  ·  Admin →
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  9. Pull items from content library as an attachment/hyperlink

    Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    10 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  10. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

    10 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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  11. Support editable content published from Canva

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Update uploaded file layout

    Add an option to match layout of the uploaded file to pages in PandaDoc

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. General API key

    Option to get one centralized API key for all workspaces

    10 votes

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    1 comment  ·  API  ·  Admin →
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  14. Use images in saved messages

    Use images in saved messages

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. Limit supported file types accepted by Collect Files Field

    It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    10 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Recover deleted Form [Workaround in comments]

    10 votes

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    2 comments  ·  Forms  ·  Admin →
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  17. View and track edits feature in the document version history like in MS word or google docs

    track edits feature in the document like in MS word or google docs

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Generate links for documents in bulk, generate and send via links for bulk send

    Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Saved messages for Approval process: custom notification for approval

    saved messages for Approval process

    10 votes

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    2 comments  ·  Approvals  ·  Admin →
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  20. Transfer content between accounts: Option to transfer document /template/Library items to other account.

    Option to transfer document /template/Library items to other account.

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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