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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7402 results found

  1. expiration starts once the signer opened the document

    expiration starts once the signer opened the document

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Add/create tags on forms

    Add tags on forms

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  3. 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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  4. CSS available in Editor 2.0

    62 votes

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

    Iintegration with Etapestry

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. 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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  7. 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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  8. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. "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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  10. 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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  11. BombBomb

    Integrations with QB, Bomb bomb

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  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. Multiple Stripe accounts per workspace

    31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  17. 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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  18. 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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  19. eIDAS higher levels compliance

    7 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  20. restrict uploads to certain users

    restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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