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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3897 results found

  1. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    23 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  2. Percentage calculation

    The option to calculate percentage of a particular number.

    23 votes

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    Idea  ·  2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Auto-reminders per recipient

    Be able to set up auto-reminders per signer, not only per document

    23 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. [Workspaces] Sync or copy contacts from one workspace to another

    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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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Multiple currencies on the dashboard

    ability to enable multiple currencies on the dashboard

    23 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  6. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    Include a "Failed Delivery" status if document is sent, but then fails.

    23 votes

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    Idea  ·  12 comments  ·  Documents & Data Management  ·  Admin →
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  7. [Content Library] Bulk download content library items

    Add ability to bulk download CLIs

    23 votes

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    Idea  ·  5 comments  ·  Templates & Libraries  ·  Admin →
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  8. Greater or Less than logic in smart content

    The option to use > and < when defining Conditional Logic for Smart Content.

    22 votes

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    Idea  ·  3 comments  ·  Usability Improvements  ·  Admin →
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  9. Access and complete the form without entering any information or email address

    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?

    22 votes

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    5 comments  ·  Forms  ·  Admin →
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  10. Edit Approval Workflow without editing doc

    Customer would like to be able to change the approval workflow after sending without editing the document first.

    22 votes

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    3 comments  ·  Approvals  ·  Admin →
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  11. pass line items formatting from hubspot

    pass line items formatting from hubspot

    22 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Email formatting

    Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    22 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  13. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

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

    22 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Document Responsiveness on Mobile

    Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    22 votes

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    Idea  ·  3 comments  ·  Mobile  ·  Admin →
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  15. Acumatica

    Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  16. Signature setting per user

    Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  17. Recipient view in Hebrew

    Recipiet view in Hebrew

    22 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  18. PandaDoc in Italian

    Italian language for PandaDoc.

    22 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  19. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    22 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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    Idea  ·  10 comments  ·  Content Editing & Design  ·  Admin →
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