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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6683 results found

  1. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 4 votes

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  3. They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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  4. A place for private notes when adding catalog items.

    4 votes

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  5. The ability to have custom fonts outside of Google fonts in EV2.

    74 votes

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  6. Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. My client does not have an email address. Is there any way I can send her a link for her to sign?

    14 votes

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  8. 7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  9. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    11 votes

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  10. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    13 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  11. Integration with Capsule CRM

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 29 votes

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  13. Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. two separate documents side by side for editing

    5 votes

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  15. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    13 votes

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  16. Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. The option to pull the info to a regular table (not pricing) via API.

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. Change document status from Completed to Viewed manually

    2 votes

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  19. More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    6 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  20. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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