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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. Automatically put the value from one pricing table in another pricing table

    Automatically put the value from one pricing table in another pricing table

    22 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Document background image in Ev2

    55 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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  3. Approve document in mobile app - Editor 2

    4 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  4. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    20 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Find and Replace All feature within a document / template

    Find and Replace All feature in a document or a template

    206 votes

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    31 comments  ·  Content Editing & Design  ·  Admin →
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  6. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Payment block without configured gateways

    Option to use Payment block without configured gateways.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. [Bulk action] Ability to change sequence of multiple templates at once

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Notification of unfilled fields for sender

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Removing fields when a role is removed or unassigned / remove fields in bulk

    When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. [Bulk action] Change Status of Multiple Documents at Once

    Be able to change the status of multiple documents at once.

    43 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Add a frame around images

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Tag several documents at once

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Mobile App - ability to open documents with access code

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  16. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    43 votes

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    4 comments  ·  Integrations  ·  Admin →
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  18. ability to copy links in bulk and not one at a time

    ability to copy links in bulk and not one at a time

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    Auto-sort from highest price to lowest in the pricing table.

    20 votes

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    Idea  ·  8 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Scroll-down Block

    Scroll-down small field (to put a lot of text to scroll down).

    10 votes

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