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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7203 results found

  1. Ability to turn on the pop-up that prompts users to make the payment once they want to leave before pressing pay.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  2. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Signature connector tool

    Ability signature too for applications or forms that are not in panda.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    27 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  5. Auto-update the approval setting in documents created from this template

    Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    4 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  6. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Auto-send another document once a field filled out in one doc

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Payment price discount if paid in certain period of time

    3 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  10. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    20 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. Print Documents directly from PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Role Options for Upload File via HubSpot

    Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Scroll through the TOC

    Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  14. lists and spaces in variables

    ability to add lists and spaces in variables

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Attachments to PD docs in Zapier

    Attach a file to the created PandaDoc document via Zapier.
    Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. The ability to map roles so they could be auto-populated with the recipients details in close io

    2 votes

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  17. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. misleading ads

    In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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  20. Apply borders to uploaded image blocks

    Ability to add borders to the uploaded image.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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