Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    51 votes

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  2. Allow for information put into fields to be exported as a CSV or Excel file.

    51 votes

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  3. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    50 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →

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  4. Availability to edit a document after it was sent out and save the changes.

    50 votes

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  5. 50 votes

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  6. Edit/customize text in all email notifications

    50 votes

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  7. 50 votes

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  8. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    48 votes

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  9. Ability to turn off auto snap function when placing fields.

    48 votes

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  10. 48 votes

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  11. 47 votes

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  12. Implement recurring type of payments in a pricing table

    46 votes

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  13. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    46 votes

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  14. Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    46 votes

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  15. 46 votes

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  16. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    46 votes

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  17. ability to disable Signature Certificate for completed documents

    45 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →

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  18. 45 votes

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  19. Ability to add varibles in columns that are not just plain text so that they can be multiplied.

    45 votes

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  20. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Client: trenton@greenprintcorp.com

    43 votes

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