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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. Add buttons to the templates/documents

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Option to sign in using Microsoft

    Option to sign in using Microsoft.

    • allow the user to signin using Microsoft
    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  3. Capitalized Variable from CRM tokens

    Capitalized Variable from CRM tokens

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Use multiple saved messages in one document

    The ability to use multiple saved messages in one document instead of just one.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Reject a document in a bundle

    Be able to reject a single document in a bundle.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Could we change the lowercase n in the signature so that it doesn't resemble a lowercase u?

    For example, my last name is Ragland, and the n could potentially look like a 'u'.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Would like "Sentence Case" added to styles

    Would like "Sentence Case" added to styles

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Change the "user has now joined your PD workspace" email to specify role in the workspace

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  9. Document Sensitivity

    If the recipient needs to know the document is confidential. I was hoping there may be an option similar to the page numbers and code that is automatically added to a PDF of a PandaDoc document that would add the classification.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Automate document renewal with updated data in CRM

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. Quickbooks Enterprise Desktop Support

    Able to support desktop version of Quickbooks

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Ability to setup up a workflow without a template

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Dear Tammy,


    This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.


    I appreciate your time and looking forward to hearing back from you!

  13. Save the fields filled in by document owner after editing

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Option to record the content of the PandaDoc emails to live in HubSpot.

    Option to record the content of the PandaDoc emails to live in HubSpot.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Ability to edit drop down options in a template

    You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Option for the recipient to change the discount,

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. export attachments from hubspot deals

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. alphabetize list of content items when inserting / adding

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Only be able to create a document via CRM

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Make Start - Next - Finish navigation buttons work better with multiple fields

    Can you modify the navigation to work better in documents with lots of optional fields?

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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