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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7420 results found

  1. Import product data from a .csv directly to a document or template.

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Web version for mobile

    Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  3. Fields usage reporting

    3 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Going back to where the user was working in the Documents list rather than to the beginning of it

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  6. Text color and text font transfer from Catalog to Pricing table.

    Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. When global settings are changed, have it also apply to existing documents and templates.

    9 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Quicker +1, +2, etc. workaround when sending in bulk

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. description font in pricing table

    description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Auto page size adjustments

    Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  11. ability to place a single catalog item to multiple folders

    ability to place a single catalog item to multiple folders

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no

    change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Export Report of a Single Document

    Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. Delete a document found in the search

    When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Deal owner not included as CC

    The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Video before the document displays

    Option to get a video to automatically pop up when a client opens the agreement

    4 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  17. A Paid badge in PDFs of paid documents

    A PDF of a paid document should include the PAID badge, the same as the web view version

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Total Documents Icon

    Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Tokens on document level

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. [Comments] allow mentions for 'member' role

    Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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