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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5381 results found

  1. Ability to transfer fillable fields data via data transfer feature.

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Manage integrations via Integrately

    To have the option to directly manage integrations via Integrately.

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Option to sync Hubspot Deal amount to Document value without the use of pricing table

    Option to sync Deal amount to Document value with out the use of pricing table

    6 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Default Text Box / Blocks size

    Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. adjust the signed pdf name of the completed document

    once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Forms info transfer into a contract: Update a contact with form responses

    Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  7. Data Merge Pricing Table: Change the date format

    I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.

    If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state

    6 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  8. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Automations  ·  Admin →
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  9. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. Editing signing order from the Send document window

    The option to edit signing order from the Send document window.

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  12. Change table of contents without changing headings

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Automatically add roles when you add smart content with the content library items.

    Option to automatically add roles when you add smart content with the content library items.

    6 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Be able to change the background color of text fields (not text blocks)

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    6 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  17. Option to filter documents by integration linked / not linked status

    Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. The ability to put a table block inside a text block.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Use text values in pricing column: add text to the price column in the pricing table

    add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. dynamically populate images from "collect files" field

    dynamically populate images on the document level from the "collect files" field

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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