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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7259 results found

  1. From Completed to Viewed

    Change document status from Completed to Viewed manually

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Descriptive Error Messages

    More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    6 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  3. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. [Master settings] Custom variables sharing across templates

    Share variables across the templates.

    12 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Ability to link documents created via Zapier to a CRM record

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Undo catalog update

    5 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Autoassigning recipients to roles in CRM integrations

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Skip/remove or override a signer the signing order

    Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  9. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    135 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  10. Ability to set variable values for several documents

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Add or edit payment app settings for completed documents

    I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    4 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  12. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Shift + Paste to paste without formatting (same as google docs)

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Headers/footers for uploaded pages

    when adding file the page header and footers are not applied. Do you have a solution for this?

    25 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Notification for template editing

    Send a notification to the team once the template is updated/edited

    4 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. [Workspaces] Sync or copy contacts from one workspace to another

    Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    23 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Generate Report of the IP address and location in the Signature Certificate

    report of all the signed documents using specific IP addresses

    13 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  19. Multiple currencies on the dashboard

    ability to enable multiple currencies on the dashboard

    23 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  20. Ability to populate documents from fields filled in on a prior document

    Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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