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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7485 results found

  1. accept payment via Paypal subscription

    5 votes

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

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  3. 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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  4. 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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  5. Significantly speed up document loading speed, decrease clunky processing times

    The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    10 votes

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    Idea  ·  3 comments  ·  Usability Improvements  ·  Admin →
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  6. 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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  7. Conditional Logic in creating documents in Salesforce

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. Cell deletion in tables

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

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Create doc/template quick buttons

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. 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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  16. 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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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Show different totals for different product types in a pricing table

    Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. ev2 pricing tables- open entry text field for signers in pricing tables.

    ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    7 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Email Notif for potential scam/threat

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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