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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7111 results found

  1. Reqiured Hubspot Deal in Document windows

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. support Zoom recordings in the video block

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Field placeholders outside of text fields

    Move placeholder text outside of the field

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. The ability to create a workflow which would inform the client who create document from PandaDoc in Hubspot about the comments left in the c

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Questionnaire as public template

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Tracking documents sent on behalf of

    I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Photo Slider

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Bulk upload from Google Drive

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Removal of content locking option for Business plan and lower plans.

    Removal of content locking option if it is not available on the current plan.

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  10. can't finalize document without filling at lest 1 field (optional)

    If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. bulk-sent documents should inherit the source template reminders' setups

    bulk-sent documents should inherit the source template reminders' setups

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Remove all CC'd recipients at once

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Use Payfast in South Africa

    PandaDoc does not have any integrated Payment gateways that can be used in South Africa.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Customer Specific Pricing

    Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Count all the templates/documents in folder (including subfolders)

    Be able to see the number of all documents/templates in the folder (including subfolders)

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. The ability to find the versions history in the copied version of the document

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Pass field values to PD Contacts

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Notification when you force Send a Reminder

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. PDF Portfolio files to be supported by PandaDoc

    At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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