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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7656 results found

  1. Option to bulk create documents via CSV file

    Ability to create document from csv just link in Bulk Sending but not actually sending them out

    9 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  2. PandaDoc desktop app

    PandaDoc desktop app

    9 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  3. Change document status to "In Process" after one of multiple recipients has signed.

    Change document status to "In Process" after one of multiple recipients has signed.

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to rename a Sent document when on viewing mode (opened document)

    Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  5. Ability to add text blocks to any place on the "content" type page

    Ability to add text blocks to any place on the "content" type page.

    9 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  6. Document link to SalesForce Quote record

    Customer would like to link the document to Quote record in SalesForce

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Automation: Variables in Document Title

    Ability for Variables in Document Title will be supported in automations

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Change payer after sending document

    Customer would like the option to be able to assign or change payer after the document has been sent

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Option for downloaded PDF to have information from the collect files field

    • Downloaded PDF has an active collect file field
    9 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. [Quote Builder]: Hide decimal points in the quote builder

    hide decimals points in the quote builder

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Conditional formulas in Pricing Table

    Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    9 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. pass Pipedrive product image to PD pricing table

    pass Pipedrive product image to PD pricing table similar to PD catalog

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. manually change document status - viewed to paid

    option to manually change document status - viewed to paid

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. eVault

    Integration with eVault solutions

    9 votes

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    1 comment  ·  API  ·  Admin →
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  15. automations: transfer content blocks to another document

    transfer content blocks to another document after document has been completed/signed

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

    Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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  17. To be able to manually change the document status of Approved documents

    To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    9 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Add configurable rules for variable names within a Template

    Template creators may want to restrict the variable names that would be eligible within a template.

    Desired level of the rule would be at the Workspace level, to apply to all of its templates.

    Desired rule would be a white list of allowable names, with import/export features to ease maintenance.

    9 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Ability to save bundled documents separately within Salesforce

    Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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