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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6787 results found

  1. 1 vote

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  2. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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  3. Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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  4. ability to place a single catalog item to multiple folders

    2 votes

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  5. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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  6. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  8. Allow editing several WS at once.

    5 votes

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  9. The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Option to get a video to automatically pop up when a client opens the agreement

    4 votes

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  11. update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  13. 1 vote

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  14. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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  15. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Native integration with Copper

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  18. Currently custom formatting is overriding the theme settings and there is no way to remove it

    2 votes

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  19. 2 votes

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  20. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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