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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7358 results found

  1. Signature setting per user

    Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  2. Recurly

    Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  3. Saved messages upload between workspaces

    Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Web version for mobile

    Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  5. Payment schedule calculations

    6 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    144 votes

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    18 comments  ·  Content Editing & Design  ·  Admin →
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  7. The ability to come back to the previous version of pricing table EV2

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Download images

    Ability to download images used in PandaDoc documents

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Edit template via mobile

    Edit the templates via mobile app.

    12 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  10. Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change

    New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    13 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Master setting: Universal set of variables for all templates and CLIs

    The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    6 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. Conditional logic for Payment block

    Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  13. Video Analytics

    Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. The ability to have an email in the approver group, that would not receive an email every time an approval is required

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  15. remove decline option

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  16. Template Matching

    https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

    https://vimeo.com/370244613

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Ability to remove the Report Spam button from emails

    12 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Separate Tag column in document list

    Separate column where tags are listed when viewing documents in the list view.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Quantity total in a pricing table

    6 votes

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    Idea  ·  2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Let recipients invoice a sender

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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