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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    8 votes

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  2. ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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  3. integration with Procore to create and send documents

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Copy the page from one document to another.

    15 votes

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  5. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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  6. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    9 votes

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  7. Mada Payment (Saudi Arabia)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  10. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Integration with MailChimp

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Zoho invoice integration.

    4 votes

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  13. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. 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.

    187 votes

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  16. 2 way sync for Close

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

    6 votes

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  18. 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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  19. 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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  20. 9 votes

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