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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    26 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  2. Import Files with CSV Files

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Option to change default size of the signature box for autodetected form-fields

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. reply email comment

    I would like the email notifications to be able to accept replies and post the comments back into the document

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. 2 way sync Word to PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Move more than one folder with document to another folder

    It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Ordway

    Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Embed Code to PandaDoc

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Move folders from template into content library

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Prevent Disappearing Cursor in EV2

    Customer says the cursor disappears during inactivity in Editor 2.0, a functionality they would like improved.

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. remove the "by 'doc creator'" in sent docs beneath the title

    remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  12. Link Salesforce record expiration settings

    Link Salesforce record expiration setting to PandaDoc document

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Remove company logo image from email notifications

    Delete images in notification emails sent from PandaDoc, such as the company logo image.

    4 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Option to create an account under the email the user is already registered in PandaDoc, however, no accounts are owned by this user

    Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Associate PandaDoc items with the items in QB

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Support accents in the email address.

    Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Edit template via mobile

    Edit the templates via mobile app.

    12 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  18. Match completed email with attachment to come from the eform or template owner

    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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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  19. Document change status option on the mobile app.

    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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  20. Staggered Payment

    3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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