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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7483 results found

  1. Change title [PandaDoc] Signed copy of "..." to a custom text.

    When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Send Editable Templates

    Client wishes to have a template be available for sending without having another user be added on her workspace.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Ability to include who downloads document in audit trail

    4 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Tokens for products in Pipedrive

    Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. OCR capabilities

    OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  6. check size of files inside PandaDoc

    be able to check size of files inside PandaDoc (

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  7. Partially mask fields

    Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Download images

    Ability to download images used in PandaDoc documents

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability to link documents created via Zapier to a CRM record

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Send invoice when payment is made: Invoice with Paid windows

    The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    29 votes

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    5 comments  ·  Automations  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  11. A list of countries and regions where PD signature is legal and has a legal status

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Allow Administrators to edit restricted sections in Templates

    Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Quickbooks Canada

    11 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  14. 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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  15. Link a document to Organization, People in Pipedrive

    well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Ability to draw on the document/template

    11 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. 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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  18. 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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  19. 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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  20. 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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