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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7121 results found

  1. Hubspot - add Quote object

    4 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Report to know how many docs are not signed immediately.

    Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data

    In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Template & CRM Roles mapping: Autofill role with contact Email in Zoho

    Auto assign contact role when creating a document in zoho

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Wave

    can pandadoc to integrate with "Wave" an invoicing / payment platform

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  6. ability to share forms with another workspace

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Kiosk mode

    Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  8. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Remove the document creator name in the document

    Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Make it easier to open documents in the actual PandaDoc app

    I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!

    4 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  11. Localization issues ( Europe )

    language issues (date, position of the € sign).

    4 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  12. Block user trying to get access to workspace

    Block user trying to get access to workspace

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Contract start date variable

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. lock content library item

    a way to lock certain content library items from people even being able to click into, etc

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. make PandaDoc fields fillable after doc is downloaded

    4 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  16. Upload Password Protected Files

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. General setting to disable data merge

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Sandbox environment for training purposes

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Image Layout in EV2

    To have the image layout from EV1 to be available in EV2.

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Tags For Documents Made From Template/Uploaded

    To have the option to sort documents made from templates or uploaded

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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