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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3812 results found

  1. suggest edits available for other blocks besides text blocks

    How to make suggest edits available for other blocks besides text blocks?

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Conditional Sender logic

    Ability to change the name of the sender when the recipient receives the document

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. ability to enable quantity editing like in EV1

    ability to enable quantity editing like in EV1

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Option to add folder in the Inbox: move Inbox documents into folders

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Possibility to insert attachments via the document chat

    Possibility to insert attachments via the document chat in any doc status

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. email address can be changed in the Android phone app

    To be able to change the email on account in the app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  7. Conditional Content Based on Pages

    Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. Marked-up approved changes to the doc

    To have suggested approved changes marked-up to double-check them later

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  9. Search by reference number (that is in the signature certificate)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. ability to copy and paste line items

    the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. Re-assign all fields all at once

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. QuickFee

    integration with QuickFee payment solution

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Disable document and signature forwarding by default

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  14. Create Additional Headings

    Ability to create multiple heading styles in a template

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. get rid of the content library panel?

    get rid of the content library panel?

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Pass line items as numbers not array strings to Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. freshsales

    It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. colorblind mode

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. PDF attachment setting for individual accounts instead of only for the whole workspace

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Pull data from custom HubSpot objects

    7 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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