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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7655 results found

  1. Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

    2 votes

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  2. 2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  3. Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

    2 votes

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  4. 2 votes

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  5. 2 votes

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  6. Button accept before signing the document from the clients' side.

    2 votes

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  7. 2 votes

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  8. api revision number token for document changes

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. 2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  10. 2 votes

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  11. Allow to change the color of numbers or text each cell in a Quote.

    1 vote

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  12. Since updates have happened the google chrome extension and integration with Nimble CRM is no longer working. I have reached out to Nimble and they are saying this is on the PandaDoc side. Any help would be greatly appreciated.

    1 vote

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  13. The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.

    1 vote

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  14. Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)

    1 vote

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  15. Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.

    1 vote

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  16. Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.

    1 vote

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  17. Our sales reps are using PandaDoc on the iPad to price and sell Landscaping jobs. We need to be able to take a picture of a sketch to further clarify the scope of work and have the picture incorporated into the proposal/quote.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  18. Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. I am unable to edit product descriptions when logged into PandaDoc in Safari. It works in Chromium-based browsers.

    1 vote

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  20. Add the option to password protect documents sent via bulk import

    1 vote

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