Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    23 votes

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  2. Possibility to send a payment reminder to the recipients in Editor 2.0

    22 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  3. 22 votes

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  4. Customers can customize what should be included in a activity csv report file.

    22 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  5. The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).

    22 votes

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  6. 22 votes

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  7. 22 votes

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  8. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Client: trenton@greenprintcorp.com

    22 votes

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  9. Possibility to update all documents with the new theme without opening each template/item and choose the right theme.

    22 votes

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  10. 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)

    21 votes

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  11. 21 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  12. Ability to share whole folder to another workspace

    21 votes

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  13. 21 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  14. Make a way to display images attached to catalog item inside a pricing table

    21 votes

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  15. 20 votes

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  16. Authenticate recipient before showing document content.
    For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.

    20 votes

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  17. Integration similar to Salesforce but for Salesforce CPQ

    20 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table

    20 votes

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  19. 20 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  20. how do i enable recipients to add comments against document content fro response back?

    19 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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