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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7609 results found

  1. Removing fields when a role is removed or unassigned / remove fields in bulk

    When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    16 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. placeholder for checkbox field

    Placeholder for checkbox field.

    16 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Option to resize the workspace icon

    Option to resize the workspace icon

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Save signature created in PD as PNG

    Save signature created in PD as PNG.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. Prevent backdating for date fields

    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Notification for template editing

    Send a notification to the team once the template is updated/edited

    4 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. moving a drop-down field in a more convenient way

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. See upcoming subscription renewals

    Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Block the default email notification with final copy for a specific user

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Recognize pricing tables (and calculate the document value) after the document/template is created via upload based on the pdf of the PD doc

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Use API to integate Pipedrive with PandaDoc

    To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  12. Saved messages upload between workspaces

    Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Self-sign notifications

    Ability to toggle the self-sign notifications off when sending the document

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Basecamp

    Native integration with Basecamp https://basecamp.com/

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Payment gateway with EasyPayDirect

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. salesforce link

    Be able to automatically link to opportunities all the previously linked documents

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. page number variables ev2

    page number variables ev2

    7 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. remove decline option

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  19. Norwegian localization (EV2)

    15 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  20. Copy / duplicate columns in pricing table

    Duplicate price column in a pricing table.

    6 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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