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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. 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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  2. 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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  3. 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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  4. Text blocks with several columns of text

    13 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  5. [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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  6. 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

    18 votes

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    Idea  ·  5 comments  ·  Recipient Experience  ·  Admin →
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  7. 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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  8. Access content library from Cover Page

    5 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  9. 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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  10. 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)

    32 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. Upload signatures larger than 1 MB

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  15. BankID

    Integration with BankID
    https://www.bankid.com/en/

    19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. quantity editing for all the pricing table

    enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder


    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.


  17. Allowing to open the link to the recipients of this document only

    Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Support SMTP servers

    I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Search bar within list of related documents in Hubspot

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Bulk Send: Retract / Undo a bulk send batch with errors easily

    Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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