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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7196 results found

  1. pass category field from ZOHO product into pandadoc pricing table

    pass category field from ZOHO product into pandadoc pricing table

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. images preview

    ev2 click on the images and see them full screen

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  3. Show user's (not all the workspace's) documents in dashboard by default

    When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. accept payment via Paypal subscription

    5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  5. More prominent Print button (recipients view)

    4 votes

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  6. Make the Document Value Required option

    Make the Document Value Required to fill out instead of it being option

    1 vote

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  7. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Conditional Logic in creating documents in Salesforce

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Ability to break one workspace into multiple teams

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Generate signature certificates for Bulk Send

    Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Expand Hubspot iFrame Window

    Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. The ability to have Documents with a certain tag, like "invoice", automatically be put into a certain folder, ie. our "Invoices" folder

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be chang

    if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be changed

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Custom font weight

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Cell deletion in tables

    Delete a cell in a table (instead of row or column).

    4 votes

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  18. Create doc/template quick buttons

    4 votes

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  19. ability to link deal value in Hubspot( variable) with Document value

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Version history: Display version of edited document in downloaded PDF

    User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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