Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Edit/customize text in all email notifications

    23 votes

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  2. 23 votes

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

    23 votes

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  4. 22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  5. add image to table columns

    22 votes

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  6. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    21 votes

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  7. 21 votes

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  8. Possibility to update all documents with the new theme without opening each template/item and choose the right theme.

    21 votes

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  9. Ability to link non-draft documents to CRM records.

    21 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  10. 21 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  11. Make a way to display images attached to catalog item inside a pricing table

    21 votes

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  12. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    20 votes

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  13. Customers can customize what should be included in a activity csv report file.

    20 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  14. 20 votes

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  15. Ability to share whole folder to another workspace

    20 votes

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  16. how do i enable recipients to add comments against document content fro response back?

    19 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  17. 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)

    19 votes

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  18. 19 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
  19. The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).

    19 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

    19 votes

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