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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7333 results found

  1. Stop auto-population of recipients in Salesforce

    Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  2. Automatically add additional signature fields

    We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. CSS available in Editor 2.0

    62 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  4. Etapestry

    Iintegration with Etapestry

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Redirect to the PandaDoc app (full window) when creating a document in Zendesk Sell

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Template Overlay

    Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. "Instructions" block (auto-deleted text block)

    Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    6 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  9. pricing table <1

    For example, be able to type .5 without having to type 0.5

    1 vote

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. BombBomb

    Integrations with QB, Bomb bomb

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Repositioning page numbering in a generated PDF

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. CRA requires special compliance

    CRA Canadian revenue association that requires special compliance

    1 vote

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  13. collect customer information at the point of sale

    collect customer information at the point of sale to be used in the creation of customer profiles and consequently in marketing

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  14. built in payments

    They are looking for a solution with payments built in

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  15. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  16. Bulk Send from CRM

    Ability to Bulk Send from CRM

    29 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  17. Multiple Stripe accounts per workspace

    31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  18. Legal Clause Deviation Notification / Reporting

    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)

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. can add a link to template or document and make it mandatory to click before completing the document.

    can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Allow individuals outside the workspace and PandaDoc to be able to review documents (not approval workflow)

    For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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