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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6307 results found

  1. 2 votes

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  2. ability to place a single catalog item to multiple folders

    2 votes

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  3. Download the the embedded template before signing.

    2 votes

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  4. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  5. Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  8. Currently custom formatting is overriding the theme settings and there is no way to remove it

    2 votes

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  9. 2 votes

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  10. PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    2 votes

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  11. 2 votes

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

    2 votes

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  13. 2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. 2 votes

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  16. is it possible to have a report which documents have an reminder option on please?

    2 votes

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

    2 votes

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  18. 2 votes

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  19. To show only the information related to the section the recipient chooses.

    2 votes

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  20. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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