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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7320 results found

  1. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    10 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Ability to see who created documents from a specific template

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Authentication process for approver

    Authentication procedure for approver (password, etc).

    5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  5. [Upload] PDF over 500 pages

    Upload PDF files that contain over 500 pages

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Lock fields when redlining

    After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. accept payment via Paypal subscription

    5 votes

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

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. 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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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. 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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  14. 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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  15. Conditional Logic in creating documents in Salesforce

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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