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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Edit items in dropdown field (option to edit the text in the dropdown item)

    27 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    24 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Please create a paid document signing only subscription

    I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Option to have Send Document EmailL content to be in the Hubspot activity

    Option to have Send Document EmailL content to be in the Hubspot activity

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Add a message/link to the dashboard

    idea to add a message/link to the dashboard for all of our team members to see

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Set default placeholder names for fields

    Option to change placeholder text in field blocks permanently

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. Save Products From Pricing Table to Catalog

    To have the option to save a product from the pricing table to the catalog for manually added products

    8 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Ability to control recurrences of notification

    control how often senders and recipients get notified about document changes

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. cutomize/modify catalog items in the csv file

    add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. to enable a client to forward the document to more than one recipient.

    to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  11. Expanding on hidden fields

    It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Refresh Pricing table and Data with MS Dynamics

    Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. [Document.Version] variable.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Use workflow trigger from Hubspot to update deal status once a document has been signed

    Use workflow trigger from Hubspot to update deal status once a document has been signed

    5 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  15. average time spent per page that recipients spend on all documents created from 1 template

    average time spent per page that recipients spend on all documents created from 1 template

    8 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  16. Ability to organize the Smart content into folders.

    Ability to organize the Smart content into folders.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    when fill in a document with optional fields the arrow should point all the fields (required and optional)

    112 votes

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    16 comments  ·  Usability Improvements  ·  Admin →
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  18. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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