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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7500 results found

  1. Download images

    Ability to download images used in PandaDoc documents

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. PandaDoc delivery email shows who else is on the PandaDoc from within delivery email

    When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Default settings for document forwarding

    Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    10 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    10 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  7. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Information from Signature Certificate is reflected in the document itself

    I need that the signer info and timestamp will be displayed under (or below) the signature. I have multiple signers in each document and this is important to differentiate the signatures

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    10 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Change the color of a default contact picture

    It's set randomly now for every new contact.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  11. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Scroll-down Block

    Scroll-down small field (to put a lot of text to scroll down).

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Email Signature Block

    Email signature block.

    10 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  14. Significantly speed up document loading speed, decrease clunky processing times

    The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    10 votes

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    Idea  ·  3 comments  ·  Usability Improvements  ·  Admin →
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  15. [Word Import]: When MS Word documents are uploaded to PandaDoc, the fonts mirror the original document settings.

    Keep the fonts after Word file was uploaded into PandaDoc.

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. [Quote builder] Always expand description in downloaded PDF

    The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Ability to create products with images in a quote builder block via API

    9 votes

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    0 comments  ·  API  ·  Admin →
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  18. EU Server integration with Zapier

    Offer the option to use Zapier with the EU server

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Creating rooms through API

    The ability to make rooms utilizing API

    9 votes

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    0 comments  ·  Rooms  ·  Admin →
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  20. Smart Content based on Quote Builder

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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