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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. Images in WS list

    Make images in the ws list look beautiful.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Edit documents withour resetting document analytics

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. add Facebook pixel to PandaDoc

    add Facebook pixel to PandaDoc

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. The ability to integrate with the order management software to use it as contract repository

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Searching a contact within the Contacts tab by postal code/phone number/street address

    Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Swiping a card

    Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  7. Export/Back Up/Download Image library

    7 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  8. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    9 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  9. Remove X sent you the document from the email.

    Remove X sent you the document from the email.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  10. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Support SMTP servers

    I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. placeholder for checkbox field

    Placeholder for checkbox field.

    16 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Option to resize the workspace icon

    Option to resize the workspace icon

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Save signature created in PD as PNG

    Save signature created in PD as PNG.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Prevent backdating for date fields

    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    13 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  17. Notification for template editing

    Send a notification to the team once the template is updated/edited

    4 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. QQ Email Support

    Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  19. moving a drop-down field in a more convenient way

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. See upcoming subscription renewals

    Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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