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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6687 results found

  1. A variable gets a capital letter if it's at the beginning of a sentence

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    4 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  3. Searching a contact within the Contacts tab by postal code/phone number/street address

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

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. The ability to hide the specific content of the document for a particular recipient

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  5. Save PandaDoc to the desktop via drag and drop

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

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  6. Word document Text Sectioning

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

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Going back to where the user was working in the Documents list rather than to the beginning of it

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  9. Easier document management for documents sent in bulk

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Text blocks with several columns of text

    12 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  11. [Search] more Template filters

    Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  12. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    13 votes

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    Idea  ·  3 comments  ·  Recipient Experience  ·  Admin →
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  13. Auto-reminders per recipient

    Be able to set up auto-reminders per signer, not only per document

    23 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Access content library from Cover Page

    3 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    Auto Place fields even without field tags.

    21 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Duplicate document from inside of it

    Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    29 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  17. Quicker +1, +2, etc. workaround when sending in bulk

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. description font in pricing table

    description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. ability to invite users to access the billing panel

    ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Upload signatures larger than 1 MB

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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