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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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513 results found

  1. Option to resize the workspace icon

    Option to resize the workspace icon

    2 votes

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  2. Email optimization for Ms Outlook

    Optimize the incoming emails to avoid cropped views, etc.

    2 votes

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  3. The ability to have Documents with a certain tag, like "invoice", automatically be put into a certain folder, ie. our "Invoices" folder

    2 votes

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  4. The ability to find the versions history in the copied version of the document

    2 votes

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  5. Pass field values to PD Contacts

    2 votes

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  6. Tokens working in embedded template

    tokens for template embedded

    2 votes

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  7. Show USD currency on PD Billing page

    2 votes

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  8. Allowing to open the link to the recipients of this document only

    Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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  9. Link list for the template

    The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    2 votes

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  10. improve generated PDF quality

    2 votes

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  11. "Get Started" button in the bottom right corner

    How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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  12. Export all tokens

    2 votes

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  13. add contacts to multiple workspaces in one go

    2 votes

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  14. The ability to use our AI features to search and pull analytics across ALL workspaces at once

    1 vote

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  15. [Reports] Show details about the report itself (Who created the report and when it was created).

    Currently, you are unable to see who created a report and when it was created.

    1 vote

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  16. Improve the page brake

    The page break isn't accurate. When you download the document to a PDF, the page doesn't brake where it says in editing mode.

    1 vote

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  17. Ability to select the type of documents displayed in the actions required section.

    Ability to select the type of documents displayed in the actions required section.

    1 vote

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  18. Support More than 10 Files When Importing PDFs to Editor

    Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.

    1 vote

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  19. Send via SMS: Ability to Port Phone Numbers from Twilio to PandaDoc

    Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.

    1 vote

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  20. Catalog import: add a value for csv file that would command not to change the existing values

    Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.

    1 vote

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