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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7565 results found

  1. Document deletion restriction for non-admins/managers / restrict deleting completed documents

    There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    10 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. The ability to hide the specific content of the document for a particular recipient

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  3. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    10 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Suite CRM

    Integration with Suite CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. 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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  7. 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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  8. [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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  9. 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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  10. 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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  11. Localization: Page numbering in another language

    The option to change the page numbering (in PDF) to another language (Dutch).

    10 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  12. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. Images passed from Salesforce to pricing tables

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Email Signature Block

    Email signature block.

    10 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  19. 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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  20. [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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