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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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3992 results found

  1. CSS available in Editor 2.0

    53 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  2. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    Customize the Forms pop-up message that is visible when accessing a form from a website.

    52 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  3. choose specific time of day for document expiration

    choose specific time of day for document expiration

    51 votes

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    Idea  ·  11 comments  ·  Documents & Data Management  ·  Admin →
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  4. Drawing lines and shapes

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

    50 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  5. Upload custom font via file upload

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

    49 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  6. 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

    49 votes

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    Idea  ·  5 comments  ·  Usability Improvements  ·  Admin →
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  7. Contract Lifecycle Management (CLM)

    49 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  8. Witness Signatures: Sign with a witness feature

    46 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
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  9. Save entire page with header/footer in the content library

    46 votes

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

    Like in professional emails

    46 votes

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    Idea  ·  9 comments  ·  Recipient Experience  ·  Admin →
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  11. Recurring payment in Quickbooks

    45 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  12. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    Forms feature in CRMs

    41 votes

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    11 comments  ·  Forms  ·  Admin →
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  13. Datacenter / storage in EU

    EU datacenter.

    40 votes

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    Idea  ·  3 comments  ·  Security & Compliance  ·  Admin →
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  14. Send documents with unassigned fields: No need to assign fields

    to be able to send the document even with unassigned fields.

    40 votes

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    Idea  ·  6 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Crop images in Image Block

    40 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    40 votes

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    Idea  ·  5 comments  ·  API & Integrations  ·  Admin →
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  17. The ability to insert an image block into a text block.

    Needs to insert image in the text block in Editor 2.0.

    39 votes

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    Idea  ·  7 comments  ·  Content Editing & Design  ·  Admin →
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  18. 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

    38 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Fields sync back to Salesforce

    The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    38 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  20. Use custom variables/fields in forms

    Availability to use custom variables for the forms (at the moment only role variables can be used)

    37 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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