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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5994 results found

  1. [Bulk send] email design

    Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  2. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Export Report of a Single Document

    Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  5. More text font size options (right now, only even numbers allowed)

    Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot

    When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Track document changes (redlining) with AI assitant

    The customer needs to track the changes made to the document content using redlining / suggest edits feature

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Share template folder with other workspaces

    Ability to share a template folder with other workspaces

    6 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  9. CPQ Workflows report for tracking usage

    We would like to track CPQ workflows usage to see how our users are adopting the new process.

    6 votes

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    0 comments  ·  Workflows  ·  Admin →
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  10. Allow Admin to login as other users to verify account settings and/or troubleshoot

    As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. email notifications when an automation has issues

    receive email notifications when an automation or integration have issues

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. API: OpenSolar API

    Ability to integrate with OpenSolar API

    6 votes

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    1 comment  ·  API  ·  Admin →
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  13. [Word Import] Correct issues with the line spacing after MS Word documents have been imported into PandaDoc.

    After a Word document is imported, line spacing is not kept.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Formatting properties as percentages

    HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).

    6 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  15. Option to add ID check at template level

    6 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  16. Add content library items to document based on products added to the pricing table

    Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. Send via SMS: show phone number in audit trail

    When sending the document via SMS the number should appear at least on the audit trail

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Quote builder totals variable

    When you create a quote in Quote builder - you have sections you can create.
    Imagine where you have
    Section A - with a total of $100
    Section B - with a total of $200
    Section C - with a total of $300

    once you build your quote and then go into the doc
    it would be great to access those values via variables
    for example
    [Section A.Total]

    Right now I can only get
    [Quote 1.Total]

    This would help build out pricing tables and summaries in the document that reference the quote.

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Continued numbered list with letters

    The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  20. Use Variables inside Quote Builder

    Ability to populate variable value inside the Quote Builder just like with the Pricing Table.

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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