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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6931 results found

  1. content library in mobile app

    ability to add contents from the content library in mobile app

    6 votes

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    1 comment  ·  Mobile  ·  Admin →
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  2. Ability to increase the number of decimals within product catalog

    Ability to increase the number of decimals within product catalog

    6 votes

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    3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. List / sort folders in alphabetical order

    List folders in alphabetical order

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.

    Prevent variables from moving once filled with data to avoid alignment issues.

    6 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  6. Smart Content to Support Drop-down values from variables

    For the Smart Content to pull drop-down variable values once the latter gets implemented.

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Search by Document & Template ID

    Ability to search for documents and templates by ID.

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  8. Note for partial payment amount

    The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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    0 comments  ·  Payments  ·  Admin →
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  9. See document value for specific tag

    Ability to customize Dashboard to see the total value of specific documents

    6 votes

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    4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Option to customize the profile picture

    Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Affirm or AfterPay

    Native integration to similar apps for Affirm or AfterPay Payment Gateway

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Increase branding logo resolution on automated emails from PandaDoc

    Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Add Shared with me folder for Templates to mobile app

    Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.

    6 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Forms info transfer into a contract: Update a contact with form responses

    Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  16. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Automations  ·  Admin →
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  17. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Notion

    Notion integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Editing signing order from the Send document window

    The option to edit signing order from the Send document window.

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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