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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7119 results found

  1. Edit Document Creation Variable (system variables)

    Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Mentions within Comments

    the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Internet explorer compatibility

    Internet explorer compatibility

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Add TransferWise for payment option in PandaDoc

    add TransferWise for payment option in PandaDoc

    2 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  5. Headings auto-numbering for cover page

    Headings auto-numbering doesn't work on cover page

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  6. MS Dynamics / Monday.com: Map products to specific tables or sections

    The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Adding more options to branding settings

    20 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  8. Capture recipient's responses via a survey

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Fields signing order on a document/form

    Add order in which the recipient would be able to act on fields.

    18 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. notify when a change to the document is made

    notify when a change to the document is made

    3 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  11. Ability to populate dates in Freshsales through tokens without timestamps

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. sending a document out only after a payment is submitted

    sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  13. [Bulk Action] Mass download templates

    Mass download templates

    48 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  14. Ability to choose where to place signature certificate on a printed document

    Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    9 votes

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    Idea  ·  2 comments  ·  Security & Compliance  ·  Admin →
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  15. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Disable sending PDF attachment of the completed document to the document owner.

    Disable sending PDF attachment of the completed document to the document owner.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Time field: ability to specify Time along with the Date

    9 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. References in the Pricing Table

    Ability to add references to the pricing table.

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Add recipient's first name and last name while forwarding

    After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    6 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  20. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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