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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Custom themes should be available in all of my workspaces

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. [Content Library] Bulk download content library items

    Add ability to bulk download CLIs

    23 votes

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    Idea  ·  5 comments  ·  Templates & Libraries  ·  Admin →
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  3. The ability to download a document as a Microsoft Excel file (XLS, XLSX)

    15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    15 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    21 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    28 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Default value for dropdown

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  8. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Let the customer select optional items in pricing tables without assigning a field

    I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    30 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Option to use the format of saved Content Library Item when adding to a new document or template

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. multiple owners / senders of a document

    7 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  14. ability to see who from team members opened a document

    ability to see who from team members opened a document

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Ability to turn on the pop-up that prompts users to make the payment once they want to leave before pressing pay.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  16. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Signature connector tool

    Ability signature too for applications or forms that are not in panda.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Auto-send another document once a field filled out in one doc

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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