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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6440 results found

  1. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  2. 7 votes

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  3. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    10 votes

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  6. It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  7. 1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  8. notifications should be sent to everyone who was signed/received the document

    7 votes

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  9. 7 votes

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  10. reset password on protected documents

    1 vote

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  11. Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. 1 vote

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  13. The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.

    20 votes

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  14. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 101 votes

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  16. Highspot integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  18. 1 vote

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  19. Currently custom formatting is overriding the theme settings and there is no way to remove it

    2 votes

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  20. Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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