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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7483 results found

  1. Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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  2. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    139 votes

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  3. To delete white background (make a background transparent) when the image is added from Canva

    3 votes

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  4. 5 votes

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    0 comments  ·  Other  ·  Admin →
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  5. catalog sharing across workspaces

    23 votes

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  6. 1 vote

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  7. 1 vote

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  8. Option to sign in using Microsoft.

    • allow the user to signin using Microsoft
    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  9. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. To avoid starting the approval process from the beginning

    2 votes

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

    9 votes

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  12. Integration with ClickUp

    17 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  13. 1 vote

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  14. change password using Pandadoc mobile

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  15. The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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  16. 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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  17. Capitalized Variable from CRM tokens

    2 votes

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

    2 votes

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  19. 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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  20. 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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