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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6512 results found

  1. Automatically align selected fields

    Automatically align selected fields

    11 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Option to Send document from a Generic email

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Restrict sending document with unresolved comments

    Option to restrict sending document with unresolved inline comments

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Can we have a feature that could trace how many trees we've save while using the paperless transaction through using PD?

    I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.

    They want to know their stats on this, in terms of sustainability.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Ability to create a document from a template in Salesforce from a direct link

    • will allow a user to click Button URl to create a document.
    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Improve form results user experience

    Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:

    1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.

    2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.

    Option 1
    Pros:
    - Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
    - We can reuse some…

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. content library in mobile app

    ability to add contents from the content library in mobile app

    4 votes

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    1 comment  ·  Mobile  ·  Admin →
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  8. Number of Pages on Docs Statistics (environmental contribution)

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. A View in PandaDoc we could pick that doesn't show any dollar amounts

    We are a new customer to PandaDoc. I don't think our County will ever use the pricing table part of this product. We are using this to collect signatures on documents only with no money tied to them. It would be very beneficial if we could flip to a view that didn't have the dollar amounts all over since all of ours are $0.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. notification for Acc Owner when invite for collaborator has been sent

    Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Be able to filter by currency within the Reporting feature

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Option to restrict access to the workspace for the Account owner/Admin

    Option to remove Account owner/Admin from the workspace

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Monthly Recurring Revenue token in HubSpot

    Option to have Monthly Recurring Revenue token in HubSpot

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. [Bulk Action] Remove all recipients from a document

    Have a button to remove all recipients from a doc, instead of removing one by one.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Customize text color choices for designing content

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Ability to hide the volume pricing rate card to the recipient

    11 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Ability to make only certain parts of a table editable

    Have the ability to type information and add cells to the table if needed, but not be able to delete the table itself.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  18. item lines failed to import - catalog

    item lines failed to import - "it would be useful to see the error message per line with error"

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Ability to pull a list of merge fields.

    Ability to pull a list of merge fields.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    5 votes

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    0 comments  ·  API  ·  Admin →
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