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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7098 results found

  1. Dropdown block

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Break down variable values into separate lines

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. [Signature field] create an option for the recipient to sign every field / Disabling auto copying of first signature

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  4. disable option do not replace (tokens will be displayed) for variables/tokens

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. multiple owners / senders of a document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Private Contact Option

    Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    12 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Export sections of a document

    Export sections of a document instead of the whole document

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Pop-up warning for unresolved inline comments prior sending

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Customize message in the Send Document box.

    In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Margin % Based Conditional Approvals

    Conditional approvals based on the Profit Margin in the pricing table

    7 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  12. Have a "send reminder" PandaDoc API call.

    20 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    17 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Working TOC in PDF files: clickable table of contents in PDF

    Working TOC in PDF files (after downloading).

    31 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Workable

    integration with workable

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Ability to forward document signing by forwarding notification email

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Show the workspace name instead of the account name in email notifications

    3 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. HubSpot product description to be pulled into PandaDoc in a bulleted list

    Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  19. 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

    27 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  20. Zapier keeps formatting of a pricing table description

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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