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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6440 results found

  1. Download the the embedded template before signing.

    2 votes

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  2. Possibility to send a payment reminder to the recipients in Editor 2.0

    136 votes

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  3. Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.

    22 votes

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  4. When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    8 votes

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  5. ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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  6. integration with Procore to create and send documents

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Copy the page from one document to another.

    12 votes

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  8. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    13 votes

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  9. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    9 votes

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  10. Track Changes (inline commenting, tracks who made changes and past versions)

    23 votes

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  11. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  12. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Integration with MailChimp

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Zoho invoice integration.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    157 votes

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  18. 2 way sync for Close

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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