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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5911 results found

  1. Set default placeholder names for fields

    Option to change placeholder text in field blocks permanently

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Merge Fields for File Uploads

    Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.

    Currently this is only possible with text fields, etc.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Select the type of the files format the recipients can upload

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. email address can be changed in the Android phone app

    To be able to change the email on account in the app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  5. Search by reference number (that is in the signature certificate)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. colorblind mode

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Heat Mapping

    I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  8. Personal notifications on the template/form level

    manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Pin Frequently Used Templates

    As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  10. Push the updates to custom object in Salesforce for notes

    Push the updates to custom object in Salesforce for notes

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. ability to change the Document.CreatedDate system variable in Editor

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. Ability to adjust the design of pricing table placeholders.

    Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Separate branding on a template/document level

    should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  16. Participants tokens to be passed from Pipedrive

    (info about participants linked to a deal object, for instance)

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Send reminder from document view

    A button on the document board to easily send reminders

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Make an Attachment that will have the recipients open and acknowledge.

    Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Pricing table "enable quantity editing" set as required field

    Pricing table "enable quantity editing" set as required field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Whiteout option on documents

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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