Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 33 votes

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    In development  ·  4 comments  ·  Other  ·  Admin →
  2. 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

    33 votes

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

    32 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
  4. Edit/customize text in all email notifications

    32 votes

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  5. 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

    31 votes

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  6. 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

    31 votes

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

    31 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  8. Implement recurring type of payments in a pricing table

    30 votes

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

    30 votes

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  10. Make PandaDoc QES compliant

    30 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  11. 30 votes

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  12. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    29 votes

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  13. 29 votes

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

    29 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  15. Integration similar to Salesforce but for Salesforce CPQ

    29 votes

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

    29 votes

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  17. 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?

    28 votes

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  18. 28 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  19. 28 votes

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  20. 28 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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