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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5386 results found

  1. be able to split the document into parts after completion

    be able to split the document into parts after completion

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Link2CRM Linking documents to objects other than deals

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. multiple owners / senders of a document

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. See the document recipients in the email notification

    Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. A variable gets a capital letter if it's at the beginning of a sentence

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    6 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  8. Searching a contact within the Contacts tab by postal code/phone number/street address

    Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. The ability to hide the specific content of the document for a particular recipient

    12 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  10. Save PandaDoc to the desktop via drag and drop

    Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Going back to where the user was working in the Documents list rather than to the beginning of it

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. Easier document management for documents sent in bulk

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Text blocks with several columns of text

    14 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. [Search] more Template filters

    Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  16. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    21 votes

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    6 comments  ·  Recipient Experience  ·  Admin →
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  17. Auto-reminders per recipient

    Be able to set up auto-reminders per signer, not only per document

    24 votes

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    5 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Access content library from Cover Page

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  19. description font in pricing table

    description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. ability to invite users to access the billing panel

    ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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