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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6794 results found

  1. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    26 votes

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  2. 26 votes

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  3. Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    26 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  4. Ability to Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  5. Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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  6. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  7. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    25 votes

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    3 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. Would love a gridline or ruler option to overlay on page to help with lining up text & images

    25 votes

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  9. Allow a user to customize or cut a whole text block on desired segments.

    25 votes

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  10. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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  11. Have an option where once document is completed, it is locked and cannot be opened.

    25 votes

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  12. 25 votes

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  13. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  14. Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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  15. Documents via link sharing should only be accessible to the intended recipient.

    25 votes

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  16. PandaDoc Integration with Airtable

    25 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. Save and Doesn't save buttons for templates and documents.

    25 votes

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  18. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    25 votes

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  19. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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  20. Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.

    24 votes

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