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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7607 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Import Files with CSV Files

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. 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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  7. 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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  8. 2 way sync Word to PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. 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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  10. 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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  11. Embed Code to PandaDoc

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Default settings for document forwarding

    Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    11 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Move folders from template into content library

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. Associate PandaDoc items with the items in QB

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Support accents in the email address.

    Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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