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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. The option to add different CLIs at once (select them together and add to the document).

    3 votes

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  2. Change document status from Completed to Viewed manually

    2 votes

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  3. Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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  4. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. 2 votes

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  6. Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    2 votes

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  7. 2 votes

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  8. Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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  10. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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  12. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    8 votes

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  14. live web document without having to assign 'Role'

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    7 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  16. CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 1 vote

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  18. 6 votes

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  19. 2 votes

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  20. 3 votes

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