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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  2. 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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  3. Profit Margin in Reporting

    Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. Allow first signer to add another recipient on the document to sign

    6 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  5. Ability to transfer fillable fields data via data transfer feature.

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Manage integrations via Integrately

    To have the option to directly manage integrations via Integrately.

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Default Text Box / Blocks size

    Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. adjust the signed pdf name of the completed document

    once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. 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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  14. Automatically add roles when you add smart content with the content library items.

    Option to automatically add roles when you add smart content with the content library items.

    6 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Be able to change the background color of text fields (not text blocks)

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Renewal Reminders to various recipients

    A feature to reminder for renewals to various recipients will be great!

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Option to filter documents by integration linked / not linked status

    Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. The ability to put a table block inside a text block.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Use text values in pricing column: add text to the price column in the pricing table

    add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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