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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7353 results found

  1. Ability to turn off the pop-up that prompts users to make the payment once a document has been finalized

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  2. Send completed PDF option without notification

    Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Mass-import of the existing Docusign documents into the PandaDoc document library

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Larger signatures and Initials within the Fields

    Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    14 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  6. Assigned recipient for a pricing table: Ability to disable pricing table optional items/qty editing permission for one of the signers

    Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    11 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Enable redlining for the attachments

    Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. Mobile version for document embedded through an iFrame

    Ability to provide a mobile version when embedding a document through an iFrame

    3 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  9. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. The ability to sync both Native Pipedrive integration and Pipedrive Extension

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Locating files shared with workspaces in the root folder

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. The ability to customize the Finalize document button

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact

    add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  14. Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)

    Warn document creators that information required by them for fields is missing when sending documents.

    6 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Add TransferWise for payment option in PandaDoc

    add TransferWise for payment option in PandaDoc

    2 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  16. Block specific email notifications for specific users

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Use Zoho for Australia

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. The ability to move the completed documents created from the specific templates into the folder in the documents tab automatically

    6 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  19. List documents

    List all the documents, which require client's/mine signature

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Assign date to Signatures

    Assign specific dates from which the recipients may sign the document

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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