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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7183 results found

  1. The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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  2. 199 votes

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  3. 22 votes

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  4. Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.

    1.
    2.

    8 votes

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  5. 31 votes

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  6. 3 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  7. 4 votes

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  8. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. 1 vote

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  10. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    2 votes

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  11. Optimize the incoming emails to avoid cropped views, etc.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.

    2 votes

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  13. 2 votes

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  14. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    5 votes

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  15. 2 votes

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  16. label documents as wet signature completed

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. Default theme for Ev2 in Settings.

    6 votes

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  18. 3 votes

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  19. Ability to add borders to the uploaded image.

    5 votes

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  20. 16 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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