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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6785 results found

  1. When global settings are changed, have it also apply to existing documents and templates.

    8 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. PandaDoc notifications going to Spam

    6 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Storing CC infom

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Add tag colors for further organization

    The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Microsoft Dynamics Discount option

    Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Trigger Doucment creation via SFDC workflows

    Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Add a frame around images

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Custom roles for different sales teams and users

    I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. The ability to reassign conditional approvals

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  11. improve generated PDF quality

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Distinguish recipient status in the doc list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Pass punctuation through into Tokens

    Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Reporting - Export filtered recipient who hasn't sign on document

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. One API call to send several documents

    Send multiple documents via one API call.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. More text font size options (right now, only even numbers allowed)

    Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.

    The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Report for documents with reminders

    is it possible to have a report which documents have an reminder option on please?

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Document Forwarding Checkbox

    When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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