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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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  2. Delete a cell in a table (instead of row or column).

    4 votes

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  3. 4 votes

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  4. 4 votes

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  5. Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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  9. live web document without having to assign 'Role'

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. 4 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  11. ability to add product Tax on the Deal Products level in PD template

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    4 votes

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  13. 4 votes

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  14. 4 votes

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  15. Native integration with Copper

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 4 votes

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  18. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  19. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  20. Option to get a video to automatically pop up when a client opens the agreement

    4 votes

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