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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7436 results found

  1. 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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  2. Associate PandaDoc items with the items in QB

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 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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  7. Staggered Payment

    3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  9. Custom themes should be available in all of my workspaces

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. [Content Library] Bulk download content library items

    Add ability to bulk download CLIs

    23 votes

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    Idea  ·  5 comments  ·  Templates & Libraries  ·  Admin →
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  11. The ability to download a document as a Microsoft Excel file (XLS, XLSX)

    15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    28 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Default value for dropdown

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Option to use the format of saved Content Library Item when adding to a new document or template

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)

    How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    13 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  19. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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