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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4096 results found

  1. 1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  2. Disable Finish option (when completing the document).

    10 votes

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  3. 20 votes

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  4. 27 votes

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  5. 4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  6. We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)

    2 votes

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  8. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    9 votes

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  9. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  10. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    11 votes

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  11. Integration with Capsule CRM

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 2 votes

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  13. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  14. Attach a PDF copy of a document to an email regardless of this document's status

    30 votes

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  15. Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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  16. download the finished document along with the comments

    22 votes

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  17. Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  18. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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  19. Ability to manually change status of documents on the mobile app.

    7 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  20. Client wishes to have a template be available for sending without having another user be added on her workspace.

    2 votes

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