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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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4568 results found

  1. Image library: bulk upload feature for images

    65 votes

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    Idea  ·  6 comments  ·  Templates & Libraries  ·  Admin →
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  2. Export Contacts List

    65 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Change account timezone within the system

    Have an option to change timezone of the application to AEST.

    64 votes

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    Idea  ·  8 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    when fill in a document with optional fields the arrow should point all the fields (required and optional)

    63 votes

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    Idea  ·  8 comments  ·  Usability Improvements  ·  Admin →
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  5. Change Document Status option in the Document view Itself

    63 votes

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    Idea  ·  12 comments  ·  Usability Improvements  ·  Admin →
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  6. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    63 votes

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    Idea  ·  10 comments  ·  API, Payments & Integrations  ·  Admin →
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  7. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    save template's name when creating a document from a Hubspot deal

    61 votes

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    Idea  ·  15 comments  ·  Automations  ·  Admin →
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  8. Delete/remove/edit tags from the Documents/Templates/Content library tabs

    At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    61 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  9. Calculated Variables in Pricing tables

    Ability to add variables in columns that are not just plain text so that they can be multiplied.

    61 votes

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    Idea  ·  8 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Drawing lines and shapes

    The option to draw lines and shapes (like in Word).

    60 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  11. Witness Signatures: Sign with a witness feature

    60 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
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  12. [Approvals]: Make approvers user based

    • set approvers for groups of users within PandaDoc
    • user-related not template related
    58 votes

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    Idea  ·  18 comments  ·  Workflow  ·  Admin →
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  13. Upload custom font via file upload

    The ability to have custom fonts outside of Google fonts in EV2.

    56 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  14. CSS available in Editor 2.0

    54 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  15. Document background image in Ev2

    53 votes

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    Idea  ·  7 comments  ·  Content Editing & Design  ·  Admin →
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  16. Contract Lifecycle Management (CLM)

    53 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  17. Automatically download the attachments when opening the files added to collect files field

    Automatically download the attachments when opening the files added to collect files field

    52 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Use tab to jump to the next field to fill and assign field

    Use tab to jump to the next field to fill and assign field

    50 votes

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    Idea  ·  6 comments  ·  Usability Improvements  ·  Admin →
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  19. Save entire page with header/footer in the content library

    50 votes

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    Idea  ·  8 comments  ·  Templates & Libraries  ·  Admin →
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  20. An ability to create email signatures

    Like in professional emails

    49 votes

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    Idea  ·  10 comments  ·  Recipient Experience  ·  Admin →
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