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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4366 results found

  1. Text formatting for saved messages

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability to search from Dashboard

    Search documents from the dashboard

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  3. Completed to paid status manually

    27 votes

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    Idea  ·  7 comments  ·  Documents & Data Management  ·  Admin →
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  4. Export User List in CSV: download users of the PandaDoc account in one file

    Ability to export all the users under the account/workspaces

    27 votes

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    Idea  ·  6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Add Collaborators on Templates like documents

    We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    26 votes

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    6 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Request for proposal (RFP) / RFP Response Capabilities

    26 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  7. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    26 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  8. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

    It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    26 votes

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    Idea  ·  6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Embed HTML into docs

    26 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  10. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Let the customer select optional items in pricing tables without assigning a field

    I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    26 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. The Signed status in the Actions tab

    The sender should know when a document was signed, not only completed.

    26 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  13. Auto-update content library item once updated in a document/template

    Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    25 votes

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    1 comment  ·  Automations  ·  Admin →
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  14. ability (button) to download a PDF of a Form

    ability (button) to download a PDF of a Form

    25 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  15. form redirect

    option within forms to automatically forward someone to a provided URL after they submit the form

    25 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  16. Transfer / swap user licenses from one user to another

    Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    25 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Save custom tokens/variables

    An option to save custom variables / tokens to be used across templates.

    25 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Option to have a recipient to sign the document and forward it to another signer with saved field values

    Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    25 votes

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    Idea  ·  3 comments  ·  Recipient Experience  ·  Admin →
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  19. delete workspace option

    25 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    25 votes

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    Idea  ·  9 comments  ·  API, Payments & Integrations  ·  Admin →
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