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31 results found

  1. [Approvals]: Make approvers user based

    58 votes

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    Idea  ·  18 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Having an option to define a user/users who cannot send their documents out without having them approved

  2. Be able to Paste Images into Editor or add via URL

    30 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Option to load an image via a URL

  3. Document sent variable that auto-populates

    35 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Variable for the date document is sent out

  4. Increase Upload Size limit

    10 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Upload files exceeding 50MB

  5. The ability to change the statuses of the document to any possible status manually.

    26 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Option to change document status from Sent to Paid (for documents that do no contain a payment block)

  6. HubSpot product description to be pulled into PandaDoc in a bulleted list

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Multiline product description when creating a document form Hubspot

  7. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    88 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Having a [role.billingaddress] variable in the list of role variables

  8. Quickbooks Desktop

    69 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Integration with QuickBooks Online

  9. Disable Document Sent for CC'd Recipients

    21 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Natallia Skarabahatava commented  · 

    A completed PDF should be sent to a CC'd recipient and no other notifications should be sent

  10. Add Graphs/Charts functionality

    24 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Creating diagrams, pie charts within PandaDoc

  11. Word (docx) Import improvements

    124 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Natallia Skarabahatava commented  · 

    Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents some design features in MS Word are not imported ( for ex. smart art, shapes), also comments and notes inside MS Word are not imported.

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