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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6500 results found

  1. Only be able to create a document via CRM

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Use Smart content blocks with Zapier

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Make Start - Next - Finish navigation buttons work better with multiple fields

    Can you modify the navigation to work better in documents with lots of optional fields?

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Pull Content Library Item to Document via Zpier

    Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Chat feature in templates

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Sort Pricing table by SKU

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Change default font/color setting when adding product catalog items

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Ability to set a sender name with only the first name.

    Ability to set a sender name with only the first name.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  9. manual signing

    Ability to sign with mouse (or touchscreen)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Auto-rename document logic / Rename Forms after completion

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

    16 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  11. Customize Integration token fonts style and size

    Customize Integration token fonts style and size

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

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

    Ability to add a user to view a workspace for just a limited amount of time

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Add catalog to mobile app!

    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!

    17 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. auto-populate IP of the users

    Is there a way to have a box for customer to click and it auto imports their IP address?

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Restrict downloading before payment

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  16. Create a Pandadoc Document from the Accounts Panel in Freshworks CRM.

    It would be nice to have an ability to create a Pandadoc Document from the Accounts Panel in Freshworks CRM. Currently it is available in Deals Section only.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. PandaDoc mobile app and Monday CRM mobile app integration.

    PandaDoc mobile app and Monday CRM mobile app integration.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Use arrow down to go into description field

    Option to use arrow down to go into description field in the pricing table

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Forms available in China

    Option to fill in Forms for users in China

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  20. Add a special icon for the collaborators in the "team" section.

    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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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