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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6884 results found

  1. Ability to work with eForms using the mobile app.

    Ability to work with eForms using the mobile app.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  2. Option to have Send Document EmailL content to be in the Hubspot activity

    Option to have Send Document EmailL content to be in the Hubspot activity

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  3. Reminder Tab in left-side navigation menu

    Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. report how many documents created by week

    How many documents were created by week - get a report of this.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Custom report for recipients by status

    Would like a report to identify recipients by document status

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Ability to select options from multiple pricing tables, that will regroup into one table

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. PandaDoc support for Brave browser

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Format mirroring

    Automatic formatting mirroring in two columns of the table

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Copper - pass Work phone number as a token

    The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Customize hyperlinks in documents: options "open in new window" or "popup"

    This would be great for links to external items such as your client testimonial videos or a link to schedule a meeting

    2 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


    Thank you for your feature request regarding external links! 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 prioritize the feature request if you could provide us with a couple of details on this.

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


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  11. Change the signer in multiple contracts all at once

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Adjust a payment app for documents in bulk

    Should be possible to delete/add the payment method for selected documents in bulk

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  13. Option to disable Roles from template and documents

    Option to disable Roles from template and documents.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Print a document, sign it and reupload

    If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  15. Set default placeholder names for fields

    Option to change placeholder text in field blocks permanently

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Javascript sdk hide fields in the viewer

    Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  17. Javascript sdk user authentication

    A method that can authenticate the user to automatically log in with the help of API-key or access token.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  18. Option to add folder in the Inbox: move Inbox documents into folders

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Possibility to insert attachments via the document chat

    Possibility to insert attachments via the document chat in any doc status

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. get rid of the content library panel?

    get rid of the content library panel?

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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