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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7379 results found

  1. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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    0 comments  ·  API  ·  Admin →
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  2. Charts for Reporting

    Graphical representation reporting - pie charts and other visuals

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Attach completed PDF to Leadconnector CRM via Zapier

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Sync document value with custom payment amount

    Update document value when set up a custom payment amount in the payment block.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document

    Option to track who the link was shared to when a recipient forwards a document link

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Smart content: list of variables

    If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. 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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  11. Remove documents from timeline on the dashboard

    5 votes

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

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. Populate ClientTitle variable directly from Sugar CRM

    5 votes

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    2 comments  ·  Integrations  ·  Admin →
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  20. The ability to conflicting themes to keep formatting.

    For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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