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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  2. sort of HTML button where you can pick the color for inserting hyperlink

    3 votes

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  3. To have the option to incorporate pricing to text fields instead of just the pricing table.

    2 votes

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  4. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    5 votes

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  5. The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.

    4 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  6. Recipiet view in Hebrew

    24 votes

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    Idea  ·  4 comments  ·  Localization  ·  Admin →
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  7. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    3 votes

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  8. The single tab between the variable entries should be returned for ev2

    1 vote

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  9. Have the document values be on display in Zendesk Sell integration.

    1 vote

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  10. Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  11. Make Adding Contacts Easier- When adding a new contact, if you click anywhere on the screen outside of the white box by accident, it exits the screen that you are working on with all the fields and you then have to start entering all details from scratch again. It can be very frustrating.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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  13. The ability to edit the pricing table formatting in the template when using the data merge feature

    8 votes

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  14. PandaDoc Integration with Airtable

    30 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  15. An easier way to bulk send a doc (without having to prepare a CSV file)

    9 votes

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  16. 1 vote

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  17. Customer is interested in having a notification/reporting for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    6 votes

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  18. Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.

    1 vote

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  19. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  20. When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    8 votes

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