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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Ability to send a completed PDF to both the sender and the recipients.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. include the Bill To First and Last Names to Authorize.net payments

    include the Bill To First and Last Names to Authorize.net payments

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  4. Use API to integate Pipedrive with PandaDoc

    To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. Zoho Invoice

    Zoho invoice integration.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. TaxJar

    TaxJar integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. The ability to unrestrict the locked blocks in bulk

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Change the email body for notifications to CC'd recipients

    So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. Show USD currency on PD Billing page

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Change the color of a default contact picture

    It's set randomly now for every new contact.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. Save a document to folders from within the document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Adjust expiration warning timeframe

    Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Search by Company

    Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Email Signature Block

    Email signature block.

    10 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  16. Save PandaDoc to the desktop via drag and drop

    Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. [Pricing table 2.0] Preserve the column width when it's hidden

    3 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Restrict block editing for a specific role

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Upload signatures larger than 1 MB

    2 votes

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