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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Download images

    Ability to download images used in PandaDoc documents

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Edit template via mobile

    Edit the templates via mobile app.

    10 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  3. Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change

    New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    12 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Master setting: Universal set of variables for all templates and CLIs

    The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    6 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. Conditional logic for Payment block

    Payment block populates only if the customer selects "credit card" as the option for payment.

    15 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  6. Video Analytics

    Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. The ability to have an email in the approver group, that would not receive an email every time an approval is required

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  8. remove decline option

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  9. Template Matching

    https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

    https://vimeo.com/370244613

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Ability to remove the Report Spam button from emails

    12 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  11. Separate Tag column in document list

    Separate column where tags are listed when viewing documents in the list view.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Quantity total in a pricing table

    6 votes

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    Idea  ·  2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Let recipients invoice a sender

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. ability to place a single catalog item to multiple folders

    ability to place a single catalog item to multiple folders

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Disable Finish Button

    Disable Finish option (when completing the document).

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  16. Pre-sign template (or a Form): Fill in signature on template level

    Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    253 votes

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    29 comments  ·  Templates & Libraries  ·  Admin →
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  17. Option to rotate pages of a document

    The option to rotate pages.

    94 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  18. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    Include a "Failed Delivery" status if document is sent, but then fails.

    23 votes

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    Idea  ·  12 comments  ·  Documents & Data Management  ·  Admin →
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  19. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    7 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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