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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3812 results found

  1. customize triggers for Zapier setup

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Bulk sending of multiple documents via link sharing

    15 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  3. Conditional Logic in creating documents in Salesforce

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Display the doc Sender's name as Sender in all PandaDoc notifications (i.e. Document Completed by all participants)

    3 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Move Checkbox

    Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. PandaDoc supports SVG images

    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  7. 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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  8. Adding different prices for one item in catalog

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Add value on textfields using CRM variables

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Improve Renewal Notifications

    8 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Automatic role transfer

    The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. [Master settings] Autoreminders enablement

    The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  14. Catalog - Ability to update custom columns with a CSV

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Send on Behalf of for Bulk send

    Ability to change the sender email when sending via Bulk send.

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. resize textfield to make smaller in ev2

    resize textfield to make smaller in ev2

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Unchecked boxes disappear once sent to client

    Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. [Bulk action] Select and edit several documents at once

    Select and edit several documents at once.

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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