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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6789 results found

  1. Inline Commenting Email Notifications

    They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Update [Document.CreatedDate] with the revision date when a sent doc is edited

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. The ability to find the versions history in the copied version of the document

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. optional items for a dropdown field

    optional items for a dropdown field

    9 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Finnish localization

    Finnish localization.

    9 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  6. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes

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    10 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Pass field values to PD Contacts

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Hiding documents from Inbox

    Not deleting them

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability to choose if a signature is to the left, centered, or to the right aligned.

    Ability to choose if a signature is to the left, centered, or to the right.

    11 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  11. [Signature field] create an option for the recipient to sign every field / Disabling auto copying of first signature

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Notification when you force Send a Reminder

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Default value for dropdown

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  15. PDF Portfolio files to be supported by PandaDoc

    At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. send different email messages to the recipients who are signing the same document

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. if expiration is over 180 days out, it won't be included in reporting.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Notification only to a Specific Template/Document

    2 votes

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  19. customize the outgoing message based on template

    customize the outgoing message based on template

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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