Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Video autoplaying (without a need to press on it)

    3 votes

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  2. Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.

    1 vote

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  3. Offer a conditional discount based on time- For instance, if the customer approves within the first 7 days after receiving the quote, they'll get 10% off, but if after the 7 days pass, the 10% discount option is removed.

    4 votes

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  4. I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  5. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. Display uploaded files in the PDF ev1

    7 votes

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  7. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  8. 1 vote

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  9. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. 7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  11. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  12. Save and Doesn't save buttons for templates and documents.

    7 votes

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  13. 10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  14. 11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. Export custom font to docx.

    4 votes

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  16. Possibility to change subtotal/total manually.

    8 votes

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  17. Be able to hide information until the user hovers their mouse over it

    2 votes

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  18. Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  19. 1 vote

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  20. 2 votes

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