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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7251 results found

  1. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    42 votes

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    9 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Count all the templates/documents in folder (including subfolders)

    Be able to see the number of all documents/templates in the folder (including subfolders)

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Sort template by the "Last Modified" date and see the date modified

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to turn off the location that appears in Audit Trail

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  5. Wrike

    Integration with Wrike

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Smartsheet

    Integration with Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    save template's name when creating a document from a Hubspot deal

    87 votes

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    15 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Option to get info on expiry date in the automated email sent out (so it's clear for the prospect).

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. The ability to customize the Finalize document button

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Inline Commenting Email Notifications

    They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Update [Document.CreatedDate] with the revision date when a sent doc is edited

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. The ability to find the versions history in the copied version of the document

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. optional items for a dropdown field

    optional items for a dropdown field

    9 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Finnish localization

    Finnish localization.

    9 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  15. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes

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    10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Pass field values to PD Contacts

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Hiding documents from Inbox

    Not deleting them

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Ability to choose if a signature is to the left, centered, or to the right aligned.

    Ability to choose if a signature is to the left, centered, or to the right.

    11 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. [Signature field] create an option for the recipient to sign every field / Disabling auto copying of first signature

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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