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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Support processing for multiple file documents in Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. add a public comment to a published form rather than on the document level

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to adjust the documents' order in the batch.

    Ability to adjust the documents' order in the batch.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Ability to switch the entire catalogue currency.

    Ability to switch the entire catalogue currency.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. drag items easily within the document

    https://www.loom.com/share/959038d5d7044e52bfc13ab698901ad6

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  6. Add About to Expire tile on dashboard landing page

    It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Dropdown workflow

    Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. Option on the pricing tabler to put notes on the currency column

    Option on the pricing tabler to put notes on the currency column.

    • Will allow the user to put notes on the currency
    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. Add buttons to the templates/documents

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. Automate document renewal with updated data in CRM

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. 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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  19. 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!

  20. 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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