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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    17 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  2. Sendinblue

    Integration with Sendinblue

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. scheduler that i can autosend an approval document each day

    scheduler that i can autosend an approval document each day

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. Reset personal info in the Settings (including profile pic)

    5 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Ability to customize or add columns that show under the documents list

    Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. [Bulk Action] Add the same image for multiple items in the catalog

    add the same image for multiple items in the catalog at the same time

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Option for a user to leave a workspace

    Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. New wizard: full list of contact parameters

    New wizard: the full list of the contact parameters when creating a document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Show that the recipient used password in the Audit trail

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Pricing table total that separately shows total for recurring charges and total for a one-time fee (as in QuoteRoller)

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Merge a barcode from Salesforce

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Shared with me folder to be available from HubSpot on EV2

    Shared with me folder to be available from HubSpot on EV2

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Sync HubSpot tokens and the ones in a document

    At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. generate signature certificate even if the document is not completed by all recipients

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. email with high priority

    Would like to be able to send emails with high priority.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Catalog item description formatting on import

    Allow to pass the formating for item descriptions for catalog items

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Subtotal for columns in Pricing Table

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. In-depth document reporting

    More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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