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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7284 results found

  1. disable email forwarding

    ability to disable document forwarding for public view.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Show deposit amount on a pricing table

    12 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  4. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    34 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  5. Drag and drop images straight onto the template

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  6. Mass update / Edit template Roles and emails assigned to roles in bulk

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. view/access the document after expiration

    Recipient should be able to still view the document after expiration

    8 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. [Bulk Action] Add fields

    Simplify the process of pulling fields when there are many to be added.

    7 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. cryptocurrency pricing options

    Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. QR Code (or barcode) on form instead of link

    Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. field authentication for bank account numbers, routing numbers

    2 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  12. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Recipients can hide or show selected text block in a document (make is expandable)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  14. Signature cannot be placed until all required fields are completed

    Signature cannot be placed until all required fields are completed

    9 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. attach emails to PipeDrive objects

    attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  16. Workspace Template gallery per department

    Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    option to send completed documents to a specific email address automatically

    58 votes

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    8 comments  ·  Automations  ·  Admin →
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  19. Option for actual signature with transparent background

    Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Borders Overlapping Images in PDF

    When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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