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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. The ability to download a document as a Microsoft Excel file

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Customize message in the Send Document box.

    In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Download button

    The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    13 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  5. Send completed PDF option without notification

    Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    13 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  7. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    13 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document

    Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    13 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Hubspot mobile app

    Ability to use the hubspot mobile app with PandaDoc

    13 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  10. Bulk sending of multiple documents via link sharing

    13 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Automations: Link document to Pipedrive Deal

    12 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  12. Ability to adjust table row height

    Ability to adjust table row height

    12 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. [Quote Builder]: Ability to edit spacing in quote builder (Design)

    Ability to edit spacing in quote builder (Design)

    12 votes

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    3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Group content blocks

    Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    12 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Compliance NOM 151

    https://dof.gob.mx/nota_detalle.php?codigo=5478024&fecha=30/03/2017#gsc.tab=0

    12 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  16. Allow recipients to revisit unfinished forms without having to restart the form process.

    Allow recipients to revisit unfinished forms without having to restart the form process.

    12 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.

    Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    12 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Restore Deleted Contacts / Contacts list version history.

    The functionality to restore contacts that have been deleted and undo a contact import.

    12 votes

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    2 comments  ·  Other  ·  Admin →
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  19. Smart content block next to another block

    Add a smart content block next to another block, or to a table

    12 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. access emails history sent by pandadoc upon sending documents

    history of emails sent with email body text

    12 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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