Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. We have no option to filter the list of documents by status, by upcoming renewals or documents which expired soon. Suggestion to add this functionality

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
  3. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  4. How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  5. 1 vote

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  6. The option to make internal notifications (like X has viewed, Y has completed) appear in another language.

    1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
  7. The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. 3 votes

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  9. When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. 3 votes

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  11. 2 votes

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

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  13. wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    3 votes

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  14. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  15. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  17. Integration with Freshsales Form.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    3 votes

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  19. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  20. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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