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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6359 results found

  1. Disable sending PDF attachment of the completed document to the document owner.

    Disable sending PDF attachment of the completed document to the document owner.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Text search option - Sort by folders

    An option to search a specific word and sort out the results by folders.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Copy Filled out fields

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. QQ Email Support

    Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  5. split the pricing table cost into 2 document values

    split the pricing table cost into 2 document values

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Ability to add optional items as in pricing table to the simple table

    Ability to add optional items as in pricing table to the simple table

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Export recipient's emails by filtering document status

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. More role variables (to pass from a HubSpot deal)

    The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Payment price discount if paid in certain period of time

    3 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  10. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. Privacy disclosure statement or link prior to filling out Embedded doc

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  12. The ability to paste the bulleted list without duplicating it when you try to adjust the formatting

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. document value should be changed to the paid amount

    document value should be changed to the paid amount

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Map document value to a deal value token using a CRM integration

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Wrike

    Integration with Wrike

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. Justworks

    Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. the ability to designate specific templates available to specific objects within Salesforce.

    the ability to designate specific templates available to specific objects within Salesforce.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Customer Facing Tutorials

    Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  20. Require one option for a recipient to sign instead of having more options

    Require one option for a recipient to sign instead of having more options

    3 votes

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