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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7098 results found

  1. Enable redlining for the attachments

    Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  2. Mobile version for document embedded through an iFrame

    Ability to provide a mobile version when embedding a document through an iFrame

    3 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  3. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. The ability to sync both Native Pipedrive integration and Pipedrive Extension

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Locating files shared with workspaces in the root folder

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. The ability to customize the Finalize document button

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact

    add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  8. Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)

    Warn document creators that information required by them for fields is missing when sending documents.

    6 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. Add TransferWise for payment option in PandaDoc

    add TransferWise for payment option in PandaDoc

    2 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  10. Block specific email notifications for specific users

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Use Zoho for Australia

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. The ability to move the completed documents created from the specific templates into the folder in the documents tab automatically

    6 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  13. List documents

    List all the documents, which require client's/mine signature

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Assign date to Signatures

    Assign specific dates from which the recipients may sign the document

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Ability to populate documents from fields filled in on a prior document

    Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Great America Financial

    Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Autocorrect of the System Variables

    Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

    The option to search from Documents tab by status and tag simultaneously.

    20 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    5 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  20. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    Auto-sort from highest price to lowest in the pricing table.

    20 votes

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    Idea  ·  8 comments  ·  Quote Builder & Pricing table  ·  Admin →
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