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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. customize the outgoing message based on template

    customize the outgoing message based on template

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Restrict users from editing completed docs

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Improve PDF Processing Errors

    when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Google Forms

    Integration with Google Forms

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Ability to populate documents from fields filled in on a prior document

    Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Video Analytics

    Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  9. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Signature with Conditional Approvals

    It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  11. Autotask

    integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables

    8 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Description as a separate column

    The option to have a description in pricing table as a separate column (Ev2).

    8 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Route CRM generated documents into PandaDoc folders

    Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  15. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. The content of the upload field is displayed in the document

    My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. filter contacts

    Filter contacts in PandaDoc based on contact info when adding as a recipient

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  18. Save info from form fields when a PDF is uploaded to PandaDoc

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Change the email body for notifications to CC'd recipients

    So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. Version history: Display version of edited document in downloaded PDF

    User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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