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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4096 results found

  1. ability (button) to download a PDF of a Form

    ability (button) to download a PDF of a Form

    32 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  2. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  3. [Dashboard] Select period more than 1 year in Dashboard

    Would like to be able to have an option in the Dashboard to see further than 1 year.

    32 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  4. Be able to Paste Images into Editor or add via URL

    Be able to paste images into editor instead of uploading using an image block

    32 votes

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    Idea  ·  7 comments  ·  Content Editing & Design  ·  Admin →
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  5. Ability to fax PandaDoc

    Ability to fax PandaDoc

    31 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  6. Smart Content based on Pricing table values

    Smart Content feature for Pricing table

    31 votes

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    6 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Option to hide unfilled / unpopulated variables during printing or sending the document

    Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    31 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Fonts for signatures: set font in signature field

    Fonts for signatures - Added font options for SIgntaure

    31 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Change Default Signature Color

    Would like to change the default signature color for recipients from black to blue

    31 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Pass product description from Pipedrive to PandaDoc pricing table

    Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    31 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  11. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    Ability to add a specific expiration date for several documents at the same time

    31 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps

    Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    31 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  13. Text formatting for saved messages

    31 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Admin →
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  14. Add Graphs/Charts functionality

    31 votes

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    Idea  ·  5 comments  ·  Content Editing & Design  ·  Admin →
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  15. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

    add clickwrap as an additional safeguard for contract signing.

    31 votes

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    Idea  ·  1 comment  ·  Security & Compliance  ·  Admin →
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  16. Add AND conditional approval statements

    Conditional approvals could benefit from the addition of the AND statement.

    30 votes

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    5 comments  ·  Approvals  ·  Admin →
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  17. Monday.com formula columns

    30 votes

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    4 comments  ·  Integrations  ·  Admin →
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  18. Customize/select/personalize email messages for multiple recipient/signers

    Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    30 votes

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    2 comments  ·  Other  ·  Admin →
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  19. Sort Forms into different folders

    Folder organization for Forms.

    30 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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  20. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    30 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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