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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6819 results found

  1. The ability to transfer the description part of the Pipedrive catalog directly

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 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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  3. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  4. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  5. 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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  6. Add indicator for expiring soon documents

    I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Model popup when clicking privacy link in embedded view

    Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Customized option to show

    To show only the information related to the section the recipient chooses.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Choose a folder in which documents created from HubSpot will appear

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Email attachments from upload fields to a sender

    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. PandaDoc in Ukrainian.

    PandaDoc in Ukrainian.

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  14. Tagging of PDF's

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Co-Card Payment gateway

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Link to SF option improvements

    The option to unlink and relink documents from all the SF objects.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Sending the document to CC without sending it to the first signer

    Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Sequence number change

    Possibility to change sequence number after the document has been sent.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Approve document in mobile app - Editor 2

    4 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  20. Require opportunity approval in order to allow a user to send a document

    Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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