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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4109 results found

  1. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  2. Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    14 votes

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  3. The option to search from Documents tab by status and tag simultaneously.

    19 votes

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  4. An option to search a specific word and sort out the results by folders.

    3 votes

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  5. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    4 votes

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  7. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    10 votes

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  8. add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…

    1 vote

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  9. When someone "Decline" document with reason filled - how can i get this reason from API

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  11. Add a PACKAGE between Essentials and Business.

    Many businesses only need to capture binding signatures, tracking, and maybe templates (current or owned business templates).

    Our type of business has no need for content library, forms, catalog, or any of the integrations.

    A package with business branding, capture binding signatures, tracking, templates, and other basic features like the dashboard in between ESSENTIALS & BUSINESS around $25 would be a good package to promote.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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  13. 2 votes

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  14. 2 votes

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  15. have native CPQ functionality within PandaDoc

    13 votes

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  16. 3 votes

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  17. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    19 votes

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  18. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. At the moment by hovering it is possible to change only the width

    1 vote

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  20. use pictures for pandadoc for the background for text block

    2 votes

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