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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    20 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.

    The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Bulk Send from CRM

    Ability to Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  4. Multiple Stripe accounts per workspace

    31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  5. auto-refresh editor after clicking 'finish' when sending a document to yourself

    auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  6. Authentication process for approver

    Authentication procedure for approver (password, etc).

    5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  7. Fields usage reporting

    3 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  8. PandaDoc add on for Gsuite

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Document/signature forwarding is allowed to specific recipients

    Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  10. New comment notification icon on documents viewable from the document list

    An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Multiple-page document view format

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. pass fields information from one template to another

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. List documents endpoint

    API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. Stop Stripe from flagging accounts that are initiating payment via API

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. Import fonts as a global settings which applies to new templates and documents

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ability to search within the document

    Ability to search within the document

    27 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  18. Hyperlinks in saved mesages

    24 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  19. Field with currency sumbol

    Special field that will have $ sign predefined.

    Example: you are adding a blank field, put 23 there and it automatically states $23.

    0 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Save a document to folders from within the document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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