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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7202 results found

  1. Allow admins to change other users' emails, names, and passwords

    Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    17 votes

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    Idea  ·  7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. seeing the names of the categories on the left panel when hover over them

    seeing the names of the categories on the left panel when hover over them

    3 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  3. Create dynamic options for document creation

    Create IF-statement for sending document - more dynamic options

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Moneris

    Interested in using the Moneris payment option with PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  5. Signer can re-assign some fields to other people

    There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    29 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Default settings for document forwarding

    Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    9 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Recognize float numbers in Pipedrive Numerical fields

    Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Descriptive Error Messages

    More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    6 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  9. Automatic PDF for non-completed document: send the document as a PDF along with the email

    Attach a PDF copy of a document to an email regardless of this document's status

    33 votes

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    5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Dropdown block

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Break down variable values into separate lines

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. [Signature field] create an option for the recipient to sign every field / Disabling auto copying of first signature

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  13. disable option do not replace (tokens will be displayed) for variables/tokens

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. multiple owners / senders of a document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Private Contact Option

    Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    12 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Export sections of a document

    Export sections of a document instead of the whole document

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Pop-up warning for unresolved inline comments prior sending

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Customize message in the Send Document box.

    In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Margin % Based Conditional Approvals

    Conditional approvals based on the Profit Margin in the pricing table

    7 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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