Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

    2 votes

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  2. Ability to place tokens within the payment block in Classic Editor.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  3. Claritysoft integration.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  4. Ability to use custom tokens/ variables within a link to an external site.

    1 vote

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  5. remove or modify the message "Feel free to send the document now." when a proposal has been approved

    1 vote

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  6. 3 votes

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  7. 1 vote

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  8. Remove the name of the field automatically if there is no value for this field to pass through CRM (on condition that the name is left at the template level).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  9. Zero CRM Integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. 1 vote

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  11. The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

    2 votes

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  12. 2 votes

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  13. 1 vote

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  14. 2 votes

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  15. add clickwrap as an additional safeguard for contract signing.

    2 votes

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  16. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. CC recipients shown on the signature certificate.

    1 vote

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  19. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. Is there a way to have the editing tools displayed on the left side of the document instead of on the right hand side?

    1 vote

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