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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

  1. Approvers outside of PandaDoc

    Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    9 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  2. Stop auto-population of recipients in Salesforce

    Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  3. "Download all" checkbox selects ALL documents

    "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. See the document recipients in the email notification

    Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. ability to invite users to access the billing panel

    ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Bulk Send: Retract / Undo a bulk send batch with errors easily

    Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. Document change status option on the mobile app.

    Ability to manually change status of documents on the mobile app.

    9 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  8. PipeDrive: Add PandaDoc contacts to PipeDrive

    Ability to pull created in PandaDoc contacts to Pipedrive

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Tokens for products in Pipedrive

    Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Omit zero values for pricing tables (show them blank)

    i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    9 votes

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    Idea  ·  5 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Adding footnotes

    9 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Default settings for document forwarding

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

    9 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Delete Timeline from Dashboard

    The option to delete Timeline on the Dashboard.

    9 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  14. Ability to draw on the document/template

    9 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Declined Document Notifications

    notifications should be sent to everyone who was signed/received the document

    9 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. HTML email templates

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

    9 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Localization: Page numbering in another language

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

    9 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  19. Ability to sort docs in the Inbox tab

    9 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  20. Catalog custom fields are added to pricing table as fees and additional multipliers

    9 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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