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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. 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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  2. 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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  3. MailChimp

    Integration with MailChimp

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Ability to draw on the document/template

    9 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. 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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  9. Product variation Pipedrive EV2

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Global setting: turn off notifications of manual status change

    The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. Edit PandaDoc in Draft Status From Within HubSpot Deal

    Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Adjust expiration warning timeframe

    Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Images passed from Salesforce to pricing tables

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Send on Behalf of for Bulk send

    Ability to change the sender email when sending via Bulk send.

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Save CC details via payment app

    The option to save clients' CC details via payment app (payment block).

    9 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  17. Reduce Size of Video Block / Change video aspect ratio

    You should be able to reduce the size of a video block

    9 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  18. When global settings are changed, have it also apply to existing documents and templates.

    9 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  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.

    9 votes

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    Idea  ·  3 comments  ·  Usability Improvements  ·  Admin →
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  20. Add an endpoint to enable retrying webhooks via API

    Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.

    Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.

    Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.

    8 votes

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    0 comments  ·  API  ·  Admin →
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