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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7262 results found

  1. Document Approved notification

    Ability to send "Document Approved" notification to more than just the document creator.

    12 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  2. Change the email body for notifications to CC'd recipients

    So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  3. Show USD currency on PD Billing page

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Change the color of a default contact picture

    It's set randomly now for every new contact.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  6. Save a document to folders from within the document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Adjust expiration warning timeframe

    Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Search by Company

    Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Email Signature Block

    Email signature block.

    10 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  10. Save PandaDoc to the desktop via drag and drop

    Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  11. [Pricing table 2.0] Preserve the column width when it's hidden

    3 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Restrict block editing for a specific role

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Upload signatures larger than 1 MB

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  14. Allowing to open the link to the recipients of this document only

    Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Ability to apply Design theme to the blocks where the text was changed manually

    Ability to apply Design theme to the blocks where the text was changed manually

    At this time, if text is manually set in a text block and a theme is applied --> the text associated with the theme will not override the text that was manually set in a text block. This can be a pain for users that have hundreds of templates and CLIs.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Search bar within list of related documents in Hubspot

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Improve Renewal Notifications

    8 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Scroll-down Block

    Scroll-down small field (to put a lot of text to scroll down).

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  20. [Word Export] Custom font for docx / word export.

    Keep the custom font after downloading a document in Word format.

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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