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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Pricing Table (Quote Builder): Input negative quantity / value.

    ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    45 votes

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    Solution Exists  ·  10 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Generate signature certificates for Bulk Send

    Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Internal timeline and reminders for teams collaborating on a document

    Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    6 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. Direct Debit payments with the Stripe integration

    9 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  5. Bulk upload from Google Drive

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. The ability to have Documents with a certain tag, like "invoice", automatically be put into a certain folder, ie. our "Invoices" folder

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. document value should be changed to the paid amount

    document value should be changed to the paid amount

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be chang

    if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be changed

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Variables working with Dropdown fields / Drop-down value for Variables

    "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    8 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Removal of content locking option for Business plan and lower plans.

    Removal of content locking option if it is not available on the current plan.

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  12. More formatting options for numbering lists

    48 votes

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    10 comments  ·  Content Editing & Design  ·  Admin →
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  13. can't finalize document without filling at lest 1 field (optional)

    If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Map document value to a deal value token using a CRM integration

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. bulk-sent documents should inherit the source template reminders' setups

    bulk-sent documents should inherit the source template reminders' setups

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Reduce the header and the footer's size below 0.4 inches

    4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. Change layout of entire document or template

    8 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Change the sender

    Change the document sender to any email without using Send on behalf.

    20 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  20. Remove all CC'd recipients at once

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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