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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7607 results found

  1. Allow admins to change other users' emails, names, and passwords

    Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    20 votes

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    Idea  ·  7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Match completed email with attachment to come from the eform or template owner

    When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  3. Document change status option on the mobile app.

    Ability to manually change status of documents on the mobile app.

    9 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  4. Staggered Payment

    3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  5. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  6. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    28 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  7. Custom themes should be available in all of my workspaces

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. [Content Library] Bulk download content library items

    Add ability to bulk download CLIs

    23 votes

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    Idea  ·  5 comments  ·  Templates & Libraries  ·  Admin →
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  9. The ability to download a document as a Microsoft Excel file (XLS, XLSX)

    15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    15 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    28 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Default value for dropdown

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  13. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  16. Option to use the format of saved Content Library Item when adding to a new document or template

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. Turn off / Change auto page breaks

    24 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  20. The ability to make the field area transparent when adding the field to the uploaded area

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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