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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7618 results found

  1. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Choose a folder in which documents created from HubSpot will appear

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  3. Sequence number change

    Possibility to change sequence number after the document has been sent.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Payment block without configured gateways

    Option to use Payment block without configured gateways.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Make the upload field contents available to all recipients

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Ability to send password-protected documents in bulk

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Add value on textfields using CRM variables

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  10. Ability to bulk download all signed documents from HubSpot

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Selecting Time zone for Sydney Australia (UTC +11) AEDT

    Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings

    4 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Separate timeline on the homepage

    Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.

    4 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  13. Melbourne Time Zone

    Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.

    4 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Make SMS Verification required before sending document

    Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. redirect to work with the downloaded file

    Redirect to work with the downloaded file

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor

    Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.

    4 votes

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    0 comments  ·  API  ·  Admin →
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  17. Rooms: option to use custom fonts

    Inherit custom fonts uploaded and available in Templates when creating or editing the Home page

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  18. HTML on Rooms feature

    The ability to insert/embed HTML or a code block in Rooms.

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  19. Smart Content: Populate items based on Pricing Table selection

    The ability to populate content library items using a Smart Content Block based on what products are checked/selected in a Pricing Table/ Quote Builder.

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Apply Recipient verification on Template level

    ID Check to be on by default for "Recipient" for new Documents created from new Template

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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