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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5387 results found

  1. Once a document has been completed by a customer if it is possible for that document to automatically have a name change

    17 votes

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  2. Customize Integration token fonts style and size

    • Alow the user to customize font style and size of the integration tokens
    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Ability to add a user to view a workspace for just a limited amount of time

    2 votes

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  4. Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    24 votes

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  5. PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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  6. Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."

    1 vote

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  7. Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.

    1 vote

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  8. 3 votes

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    0 comments  ·  API  ·  Admin →
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  9. Identify which documents are still waiting to be signed and email it as a report automatically

    10 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. alert the creator of a document that it is still waiting for a signature after like 48 hours

    2 votes

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  11. 4 votes

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  12. 2 votes

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  13. The customer would like to be able to edit pricing table images from the catalog from within the document.

    5 votes

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  14. Allow multiple themes when documents are bundled.

    20 votes

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  15. By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner

    1 vote

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  16. 3 votes

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    0 comments  ·  API  ·  Admin →
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  17. Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    21 votes

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  18. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  19. It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.

    The attached image would demonstrate a method of doing this.

    4 votes

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  20. if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
    In turn this make the pricing table longer if you have detailed descriptions or explanations.

    In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.

    Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.

    Separate issue - option to set currency to blank if accidently set to one. If you only…

    6 votes

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