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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Min/max numbers for text field validation (Numbers only)

    Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view

    Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  3. Forms improvements

    enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    automate the populations of data for a given contact into multiple forms (or templates) for that contact

    10 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  5. Multiple lines in variables: insert line breaks in tokens/variables

    insert line breaks in tokens/variables

    10 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. Field data mapped into Pipedrive

    Ability to map document field data into Pipedrive

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Import drop down list for excel or PDF

    Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Stripe integration to pull info into PandaDoc, not for payments

    Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    10 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  9. Add attachments to email messages

    10 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  10. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  11. Recipient Draw option / Drawing field

    The option to draw in PandaDoc from the recipient's side.

    10 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. send different email messages to the recipients who are signing the same document

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Improve bulk download for huge amount of documents (1500+)

    Users are having issues if they bulk download 1500+ documents, the link is never delivered

    10 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  14. The ability to hide the specific content of the document for a particular recipient

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  15. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Download images

    Ability to download images used in PandaDoc documents

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Edit template via mobile

    Edit the templates via mobile app.

    10 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  19. Disable Finish Button

    Disable Finish option (when completing the document).

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  20. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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