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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7145 results found

  1. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

    Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Confirmation before sending to added recipient

    At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability to remove custom formatting of the text so that theme settings are applied EV2

    Currently custom formatting is overriding the theme settings and there is no way to remove it

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. An email notification about a doc being updated (=edited and resent)

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Improve drag and drop in EV2

    2 votes

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    Idea  ·  1 comment  ·  Usability Improvements  ·  Admin →
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  6. Add tag colors for further organization

    The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    2 votes

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  7. The ability to reassign conditional approvals

    2 votes

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  8. improve generated PDF quality

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Distinguish recipient status in the doc list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Report for documents with reminders

    is it possible to have a report which documents have an reminder option on please?

    2 votes

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  11. Auto Response with template

    A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. Customized option to show

    To show only the information related to the section the recipient chooses.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Tagging of PDF's

    2 votes

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  14. Pass formula fields from Freshsales with commas

    2 votes

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  15. "Get Started" button in the bottom right corner

    How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. MS Dynamics: Stakeholder recipient support

    Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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  17. map pricing table footer items to CRM fields

    Make pricing table footer fields available for custom mapping

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Antivirus should not trigger document status's to move to viewed.

    Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    2 votes

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  19. ability to link a custom field in Salesforce to the grand total (document value)

    2 votes

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  20. Ability to sign with approved certificate

    I have a question: If one of the signers needs to sign with his approved certificate, is it possible toload one for a signer in Pandadoc? a signer has a statury position, it means that he has a legal responsibilty. He has a certificate provided to him by an approved authorization company. So he needs to sign with this certificate and it need to be shown inside the document
    Is there a way to load a certificate per signer?

    2 votes

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