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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7436 results found

  1. LACRM

    Integration with LACRM

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. to be able to control the user's progress in filling up the fields in a document

    to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. CC'd team member with "Member" role is able to edit the document

    PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. disable data merge by default in pricing table when salesforce is enabled

    disable data merge option by default in pricing table when salesforce is enabled

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Add possibility to record video messages like get accept

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  6. Sign to accept privacy of proposal and then see full details

    I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. UK bank transfer payments

    Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. 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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  9. Import Files with CSV Files

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. 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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  11. 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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  12. 2 way sync Word to PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 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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  14. 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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  15. Embed Code to PandaDoc

    3 votes

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

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. 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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  18. 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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  19. 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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  20. 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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