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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4096 results found

  1. Reset Password Protection

    reset password on protected documents

    1 vote

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  2. access to signature certificate: make certificate visible to a doc creator only

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  3. PandaDoc add on for Gsuite

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Adding tag qualifies as document modification

    When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Products are passed from Hubspot to PandaDoc without the line item description

    The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Highspot

    Highspot integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. a notification available in PD that allows you to know that the original recipient has forwarded a document to another for signature

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. "Next page" function in recipient view

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  9. Marking the documents that are used in an integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. doc2doc for different workspaces

    doc2doc for different workspaces

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. EV2. Border and footer header on all sides

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Import fonts as a global settings which applies to new templates and documents

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. force logging in to the account before the account user could see the contract

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  14. Ability to send password-protected documents in bulk

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. customize triggers for Zapier setup

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Preserving the recipient preassigned to a role on a template when creating a document from it in the mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  17. Ability to pull information about products from salesforce to a document as variables/tokens

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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  19. A Paid badge in PDFs of paid documents

    A PDF of a paid document should include the PAID badge, the same as the web view version

    4 votes

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  20. Ability to backup account data manually

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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