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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5116 results found

  1. 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

    80 votes

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  2. There should be a feature that allow you to combine templates and documents

    80 votes

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

    79 votes

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  4. 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

    79 votes

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  5. Integration with Close.io

    77 votes

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  6. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    72 votes

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  7. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    72 votes

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  8. 70 votes

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  9. Set client's default email subject (instead of X has sent you the document).

    70 votes

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  10. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    69 votes

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  11. Customize the Forms pop-up message that is visible when accessing a form from a website.

    68 votes

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    Idea  ·  9 comments  ·  Forms  ·  Admin →
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  12. 68 votes

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    Idea  ·  5 comments  ·  Localization  ·  Admin →
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  13. 67 votes

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  14. 65 votes

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  15. 65 votes

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  16. Have an option to change timezone of the application to AEST.

    64 votes

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  17. when fill in a document with optional fields the arrow should point all the fields (required and optional)

    63 votes

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  18. 63 votes

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  19. Pull updated pricing table details from Salesforce to PandaDoc.

    63 votes

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  20. 61 votes

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    Idea  ·  15 comments  ·  Automations  ·  Admin →
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