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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Delete Timeline from Dashboard

    The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  2. The ability to create custom buttons inside PandaDoc documents.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. MailChimp

    Integration with MailChimp

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Zoho Invoice

    Zoho invoice integration.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Ability to get download links to the documents created via SDK

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. The ability to upload the list of the sent documents

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Permissions for specific documents: Private documents (Password protect documents internally)

    Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    183 votes

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    15 comments  ·  Documents & Data Management  ·  Admin →
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  8. 2 way sync for Close

    2 way sync for Close

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Ability to edit existing documents through HubSpot

    Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

    6 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Search by Company

    Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Total Documents Icon

    Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to draw on the document/template

    9 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. [HubSpot] The "Modified date" field in attached docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Assigned recipient for a pricing table: Ability to disable pricing table optional items/qty editing permission for one of the signers

    Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    11 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Update Document Title when Email Subject with Title is Updated

    It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  17. Scheduled bulk send: the ability to set up bulk mail to have it sent out documents automatically in the particular time

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  18. Declined Document Notifications

    notifications should be sent to everyone who was signed/received the document

    7 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Prevent backdating for date fields

    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Reset Password Protection

    reset password on protected documents

    1 vote

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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