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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4072 results found

  1. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    6 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  2. Tracking documents sent on behalf of

    I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. CC'd team member with "Member" role is able to edit the document

    PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. 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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  5. Forwarding to recipients that are already CC'd

    7 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  6. Ability to delete not empty folders

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. 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  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Microsoft Power Bi

    Integration with Microsoft Power Bi

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. 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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  12. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Photo Slider

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Localization in Turkish

    6 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  15. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    13 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Mass export variables

    Ability to mass export variables list from the document or the template.

    14 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Allowing the recipients to edit the document.

    7 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Ability to choose the account role while inviting users on a Free eSign plan

    7 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Save custom tokens/variables

    An option to save custom variables / tokens to be used across templates.

    28 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  20. 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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