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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. Restrict downloading before payment

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  2. 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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  3. PandaDoc mobile app and Monday CRM mobile app integration.

    PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. Change the email and its body for the notifications sent once the collaborator is added to the account.

    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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Download templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Filter documents by templates (see docs created based on a particular template)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Information Fields (Non Role)

    The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Automate Reporting

    Identify which documents are still waiting to be signed and email it as a report automatically

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Waiting For Signature notification

    alert the creator of a document that it is still waiting for a signature after like 48 hours

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Tokens cross-object population for Freshsales

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Greek localization

    4 votes

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    0 comments  ·  Localization  ·  Admin →
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  15. Add a color dropper in the Color field for tables, text, extra

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. ability to send a pandadoc via post letter

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. ability to have a free admin user within an account (for managerial purposes only)

    2 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. If only one source file is uploaded, then automatically download as one file.

    Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. The ability to change a pricing table image from the document.

    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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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Multiple themes when bundling documents

    Allow multiple themes when documents are bundled.

    20 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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