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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6100 results found

  1. option to hide documents (don't want to delete them, but want them hidden)

    option to hide documents

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. report of recipients who haven’t signed and also who have signed documents

    be able to download a report of recipients who haven’t signed or signed the documents

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. To be able to manually change the document status of Approved documents

    To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    10 votes

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    0 comments  ·  Approvals  ·  Admin →
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  4. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. More formatting options for pricing table cells. (see description)

    Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    10 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Push Tax from Hubspot to PandaDoc

    Push Tax from Hubspot to PandaDoc

    10 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. fillable fields for internal use only

    fillable fields for internal use only - hide fields from customers or recipients

    10 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Reminders set in hours

    Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Smart Content Works on Cover Pages

    Be able to use smart content on cover pages.

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Pull items from content library as an attachment/hyperlink

    Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    10 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  11. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

    10 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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  12. Support editable content published from Canva

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Update uploaded file layout

    Add an option to match layout of the uploaded file to pages in PandaDoc

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. General API key

    Option to get one centralized API key for all workspaces

    10 votes

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    1 comment  ·  API  ·  Admin →
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  15. Use images in saved messages

    Use images in saved messages

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Limit supported file types accepted by Collect Files Field

    It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    10 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Recover deleted Form [Workaround in comments]

    10 votes

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    2 comments  ·  Forms  ·  Admin →
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  18. View and track edits feature in the document version history like in MS word or google docs

    track edits feature in the document like in MS word or google docs

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Generate links for documents in bulk, generate and send via links for bulk send

    Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  20. Saved messages for Approval process: custom notification for approval

    saved messages for Approval process

    10 votes

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    2 comments  ·  Approvals  ·  Admin →
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