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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6711 results found

  1. Show user's (not all the workspace's) documents in dashboard by default

    When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Forwarding to recipients that are already CC'd

    7 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  3. Ability to delete not empty folders

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Make the Document Value Required option

    Make the Document Value Required to fill out instead of it being option

    1 vote

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Microsoft Power Bi

    Integration with Microsoft Power Bi

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Send the document automatically after approval

    Automatically send the document once it is approved.

    75 votes

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    8 comments  ·  Approvals  ·  Admin →
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  10. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Photo Slider

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Localization in Turkish

    6 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  13. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    14 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Mass export variables

    Ability to mass export variables list from the document or the template.

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Allowing the recipients to edit the document.

    13 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  16. Save custom tokens/variables

    An option to save custom variables / tokens to be used across templates.

    29 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Pricing Table (Quote Builder): Input negative quantity / value.

    ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    42 votes

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    8 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Generate signature certificates for Bulk Send

    Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Internal timeline and reminders for teams collaborating on a document

    Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    6 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. Direct Debit payments with the Stripe integration

    9 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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