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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7203 results found

  1. to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

    3 votes

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  2. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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  3. The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time

    2 votes

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  4. I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.

    2 votes

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  5. Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. Save and Doesn't save buttons for templates and documents.

    26 votes

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  7. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. 5 votes

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  9. I would like the email notifications to be able to accept replies and post the comments back into the document

    2 votes

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  10. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders

    2 votes

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  12. 6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 3 votes

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  15. 1 vote

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  16. Customer says the cursor disappears during inactivity in Editor 2.0, a functionality they would like improved.

    1 vote

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  17. remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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  18. Link Salesforce record expiration setting to PandaDoc document

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Delete images in notification emails sent from PandaDoc, such as the company logo image.

    4 votes

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  20. Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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