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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6444 results found

  1. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    6 votes

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  2. Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  3. When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
    https://share.getcloudapp.com/7Kuq6LDp

    2 votes

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  4. Integration with Profile, intuit tax software

    2 votes

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  5. 1 vote

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  6. 1 vote

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  7. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. 1 vote

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  9. Have all the documents templates also in spanish, specially the contracts template

    1 vote

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  10. Ability to rename the document sequence.

    4 votes

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  11. Ability to organize the Smart content into folders.

    1 vote

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  12. Ability to add product images via Dynamics 365.

    1 vote

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  13. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. add collaborator through API while creating a document

    8 votes

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  15. Option to assign a user to be just a document approver.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. 1 vote

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  17. I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.

    About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…

    5 votes

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  18. Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    9 votes

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  19. 3 votes

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  20. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    28 votes

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