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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3806 results found

  1. 24 votes

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  2. 24 votes

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  3. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  4. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    23 votes

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    5 comments  ·  Forms  ·  Admin →
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  5. Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    23 votes

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  6. Have a content block for dropping a line in between other blocks

    23 votes

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  7. Ability to lock 🔐 block position without locking restrict editing

    23 votes

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    Idea  ·  Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

  8. Notification for signed but did not hit the Finish button

    23 votes

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  9. catalog sharing across workspaces

    23 votes

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  10. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    23 votes

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  11. The option to calculate percentage of a particular number.

    23 votes

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  12. Change the document sender to any email without using Send on behalf.

    23 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  13. Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    23 votes

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  14. ability to enable multiple currencies on the dashboard

    23 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  15. 23 votes

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  16. Ability to set up SEPA direct debit through PandaDoc

    23 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    23 votes

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  18. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    22 votes

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  19. Option to switch off "User joined workspace" notification for Admin users

    22 votes

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    1 comment  ·  Other  ·  Admin →
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  20. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    22 votes

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    1 comment  ·  Approvals  ·  Admin →
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