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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7565 results found

  1. option to bulk cc a recipient for all documents

    Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  2. Attachment on Sent documents

    Ability to allow users to attach files even when the document has been sent.

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Clickable phone number link ☎️

    Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Populate Document Expiration Date Variable before sending

    Be able to see the document expiration date variable filled in document before sending

    10 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Min/max numbers for text field validation (Numbers only)

    Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. ability to print forms

    ability to print forms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  7. Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view

    Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  8. Forms improvements

    enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  9. Sender notification when document is printed / downloaded

    notification if the recipient downloads or prints out the document?

    10 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Email validation

    Email validation for contacts

    10 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  11. Push ALL HubSpot product line items to pricing table in PandaDoc

    Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    10 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Discount for catalog items (products)

    Be able to set up discounts for catalog items and insert the items with those discounts

    10 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Ability to set Default Role when Inviting new Users

    If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    10 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Ability to remove header

    Remove header block.

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  15. hubspot to pull tokens from multiple objects

    Ability to pull tokens from both Deal and Contant records simultaneously

    10 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  16. Stripe integration to pull info into PandaDoc, not for payments

    Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    10 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  17. Add attachments to email messages

    10 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  18. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  19. Ability to drag/move Support Chat Icon

    Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    10 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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