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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7149 results found

  1. export attachments from hubspot deals

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. alphabetize list of content items when inserting / adding

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Only be able to create a document via CRM

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Make Start - Next - Finish navigation buttons work better with multiple fields

    Can you modify the navigation to work better in documents with lots of optional fields?

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. Pull Content Library Item to Document via Zpier

    Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Table modifications

    should be possible to separate rows that belong to the columns
    Each of the columns should have several lines
    ability to draw lines for the table (as it is possible in word now)
    improved design options so you can create the table/chart from scratch and recreate the same table as you have in word

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Change default font/color setting when adding product catalog items

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. manual signing

    Ability to sign with mouse (or touchscreen)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. Personal notifications on the template/form level

    manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Document analytics for content blocks - marketing

    Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Software (offline) version of PandaDoc

    Can i download a software from pandadoc instead of doing everything on the website?

    (offline signing)

    45 votes

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    8 comments  ·  Usability Improvements  ·  Admin →
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  13. Spellchecker: Spell Check in App like Grammarly

    Add a spell checker to app

    312 votes

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    36 comments  ·  Content Editing & Design  ·  Admin →
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  14. Restrict downloading before payment

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Use arrow down to go into description field

    Option to use arrow down to go into description field in the pricing table

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Forms available in China

    Option to fill in Forms for users in China

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  17. Add a special icon for the collaborators in the "team" section.

    Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Change the email and its body for the notifications sent once the collaborator is added to the account.

    Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Download templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. Filter documents by templates (see docs created based on a particular template)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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