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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7349 results found

  1. 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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  2. 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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  3. 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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  4. remove decline option

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. Quantity total in a pricing table

    6 votes

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

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. ability to place a single catalog item to multiple folders

    ability to place a single catalog item to multiple folders

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Disable Finish Button

    Disable Finish option (when completing the document).

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  12. Pre-sign template (or a Form): Fill in signature on template level

    Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    267 votes

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    33 comments  ·  Templates & Libraries  ·  Admin →
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  13. Option to rotate pages of a document

    The option to rotate pages.

    104 votes

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    8 comments  ·  Content Editing & Design  ·  Admin →
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  14. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    Include a "Failed Delivery" status if document is sent, but then fails.

    27 votes

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    Idea  ·  14 comments  ·  Documents & Data Management  ·  Admin →
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  15. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Format Painter option in PandaDoc

    Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.

    33 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  18. PandaDoc delivery email shows who else is on the PandaDoc from within delivery email

    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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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. ev2 pricing tables- open entry text field for signers in pricing tables.

    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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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Procore

    integration with Procore to create and send documents

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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