Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Marking the documents that are used in an integration

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  2. doc2doc for different workspaces

    doc2doc for different workspaces

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  3. Undo providing the ability to undo field moves and not just text changes

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →

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  4. Add tag colors for further organization

    The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

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  5. force logging in to the account before the account user could see the contract

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →

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  6. Automatic backup

    Automatic backup of documents and statistics.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →

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  7. Payment Gateway Integration with Solupay

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  8. Preserving the recipient preassigned to a role on a template when creating a document from it in the mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →

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  9. Ability to pull information about products from salesforce to a document as variables/tokens

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  10. Drag & drop feature for touch devices (iPad)

    Drag and drop feature for touch devices

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →

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  11. Make drawing signatures more precise

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →

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  12. CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →

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  13. Global settings: Install Pipedrive for the whole organization

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  14. In the subject line of a notification, show a commenter's name instead of a sender's name

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

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  15. Auto Response with template

    A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →

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  16. Edit the email message when document has been approved

    remove or modify the message "Feel free to send the document now." when a proposal has been approved

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →

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  17. Zero CRM Integration

    Zero CRM Integration

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  18. The ability to send the emails out from another tool with a link to the PandaDoc document

    1 vote

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  19. Upload docs to PandaDoc with the Print feature

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  20. Zapier. Ability to update SF opp amount and products when a pricing in PD changes

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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