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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • 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. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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  3. Edit the templates via mobile app.

    12 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  4. When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  5. Ability to manually change status of documents on the mobile app.

    9 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  6. 3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  7. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  8. 2 votes

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  9. 23 votes

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  10. 15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 6 votes

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  12. Integration with Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Ability to export all the users under the account/workspaces

    37 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  15. Client would like the option to save custom colors within pandadoc

    3 votes

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  16. 3 votes

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  17. 2 votes

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  18. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. 24 votes

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  20. 3 votes

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