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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6658 results found

  1. Option to download private message /chat on a document.

    17 votes

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  2. Insightly: update document with the details from CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  5. be able to split the document into parts after completion

    3 votes

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  6. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. 6 votes

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

    8 votes

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

    1 vote

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  11. 3 votes

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  12. Add tags to many templates in one click

    4 votes

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

    4 votes

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  14. 10 votes

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

    2 votes

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  16. Option to automatically put sections of an uploaded word document into different text blocks after uploading.

    3 votes

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  17. Payment gateway for Converge Pay processed by Elavon.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. 1 vote

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  19. 1 vote

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  20. 12 votes

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