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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7172 results found

  1. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 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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  3. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Information from Signature Certificate is reflected in the document itself

    I need that the signer info and timestamp will be displayed under (or below) the signature. I have multiple signers in each document and this is important to differentiate the signatures

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Letter spacing/kerning customization

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    10 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Change the color of a default contact picture

    It's set randomly now for every new contact.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Scroll-down Block

    Scroll-down small field (to put a lot of text to scroll down).

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Email Signature Block

    Email signature block.

    10 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  15. Custom font weight

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  16. [Word Import] Keep basic numbered and bullet lists from MS Word documents

    Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
    The numbered lists sometimes become bullet lists after import, or vice versa. For example:
    1. a
    2. a
    become
    •
    •
    Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.

    9 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  17. Add a hyperlink in a text field

    As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    9 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Rooms for Salesforce

    Ability to Integrate Rooms with Salesforce

    9 votes

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    0 comments  ·  Rooms  ·  Admin →
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  19. Encryption and Security of Forms

    Ability to secure forms with passwords/ sms verfications/ email verifications

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  20. Option for recipient to Approve or Decline the document from the email they receive

    Option for recipient to approve or decline the document from the email they receive

    9 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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