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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6902 results found

  1. alphabetize list of content items when inserting / adding

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Only be able to create a document via CRM

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Make Start - Next - Finish navigation buttons work better with multiple fields

    Can you modify the navigation to work better in documents with lots of optional fields?

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Pull Content Library Item to Document via Zpier

    Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Change default font/color setting when adding product catalog items

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Ability to set a sender name with only the first name.

    Ability to set a sender name with only the first name.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  7. manual signing

    Ability to sign with mouse (or touchscreen)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Restrict downloading before payment

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  9. Use arrow down to go into description field

    Option to use arrow down to go into description field in the pricing table

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Forms available in China

    Option to fill in Forms for users in China

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  11. Add a special icon for the collaborators in the "team" section.

    Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Change the email and its body for the notifications sent once the collaborator is added to the account.

    Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Download templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. Filter documents by templates (see docs created based on a particular template)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Information Fields (Non Role)

    The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Include data from subtask when making a document in Monday.com

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Add a color dropper in the Color field for tables, text, extra

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. ability to send a pandadoc via post letter

    1 vote

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  19. If only one source file is uploaded, then automatically download as one file.

    Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Default Document Sender

    By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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