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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7116 results found

  1. Accept Variables with Blank Value in Smart Content

    The functionality to see a variable has a value or is blank within a smart content block

    5 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  2. Option to support 3rd party digital signatures

    Option to support 3rd party digital signatures

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Option to change the document owner once a document is generated from CRM

    Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. The ability to separate documents in a bundle to be totally separate document.

    Remove a document from a bundle and make it a totally separate document without having to use the content library.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Remove documents from timeline on the dashboard

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Change table of contents without changing headings

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Ability to use different PayPal accounts within one PandaDoc workspace.

    Ability to use different PayPal accounts for different templates within one PandaDoc account.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Add an attached file to saved messages

    Be able to attach a PDF to a saved message, so that you can send it with every document.

    5 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Be able to change the background color of text fields (not text blocks)

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Add the same SKU for multiple catalog items

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Option to retain the values / info on fields once it is duplicated.

    Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  13. Prepopulate phone number in recipient verification

    prepopulate phone number in recipient verification

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  14. Populate ClientTitle variable directly from Sugar CRM

    5 votes

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    2 comments  ·  Integrations  ·  Admin →
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  15. 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

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Wordpress

    is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Update Zapier to include 'Change Document Status' action

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Inform users about changes and updates in product before making them

    Inform about changes and updates in product

    https://pandadoc.zendesk.com/agent/tickets/363311

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Automatically link Salesforce Opportunity ID back to the PandaDoc

    We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    5 votes

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    0 comments  ·  API  ·  Admin →
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  20. Include a Version Number in the Document Sequence Number

    Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document

    5 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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