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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. To avoid starting the approval process from the beginning

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  2. Add the ability to make a field read only

    9 votes

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  3. Integration with ClickUp

    17 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  4. 1 vote

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  5. The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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  6. IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    6 votes

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  7. To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.

    2 votes

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  8. It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    6 votes

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  9. Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  10. It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…

    3 votes

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  11. Would like "Sentence Case" added to styles

    1 vote

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  12. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. This would be great for links to external items such as your client testimonial videos or a link to schedule a meeting

    2 votes

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    Idea  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request regarding external links! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  14. Ability to change the name of the sender when the recipient receives the document

    5 votes

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  15. ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out

    4 votes

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  16. option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  17. 3 votes

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  18. The option to edit the Completed document with saving the signature.

    214 votes

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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

  19. 2 votes

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  20. 1 vote

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