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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7333 results found

  1. Multiple themes when bundling documents

    Allow multiple themes when documents are bundled.

    20 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  2. Ability to add or attach a document / attachment to a completed document

    Would like to have the ability to add W-9 and Banking instructions to a completed document.

    20 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  3. An option to use a custom fields with data merge in Hubspot

    an option to use a custom field with data merge in Hubspot

    20 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Make variables required (forbid sending the document if "required" variables are not filled in

    Make it impossible to send a document if the required variables are not filled in

    20 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Adding more options to branding settings

    20 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  6. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    20 votes

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    Idea  ·  5 comments  ·  Recipient Experience  ·  Admin →
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  7. Skip/remove or override a signer the signing order

    Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  8. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    20 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  9. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    20 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

    The option to search from Documents tab by status and tag simultaneously.

    20 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Have a "send reminder" PandaDoc API call.

    Option to manually send reminders via API.

    20 votes

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    Idea  ·  4 comments  ·  API  ·  Admin →
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  12. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    Auto-sort from highest price to lowest in the pricing table.

    20 votes

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    Idea  ·  8 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  14. Request for Consistent Formatting of Word Docx and Google Docx Uploads

    Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    19 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Copy templates to a the new workspace

    Customer would like the option to be able to copy templates to another workspace.

    19 votes

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    4 comments  ·  Templates & Libraries  ·  Admin →
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  16. Export documents as CSV file

    The ability to export documents as CSV file not a zip file and the PDF version.

    19 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  17. Stripe: send invoice after payment was made

    Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    19 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  18. Option to remove PDF page break to download the page as a whole

    Option to remove PDF page break to download the page as a whole

    19 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Option to switch off "User joined workspace" notification for Admin users

    Option to switch off "User joined workspace" notification for Admin users

    19 votes

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    1 comment  ·  Other  ·  Admin →
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  20. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    19 votes

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    1 comment  ·  Forms  ·  Admin →
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