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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

  1. Collect a payment and have it charged like a week later?

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  2. 6 votes

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  3. Add tags to many templates in one click

    6 votes

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  4. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  5. well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    6 votes

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  7. Warn document creators that information required by them for fields is missing when sending documents.

    6 votes

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  8. More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    6 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  9. 6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. add Facebook pixel to PandaDoc

    6 votes

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  11. 6 votes

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  12. Save signature created in PD as PNG.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  14. Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. 6 votes

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  16. The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    6 votes

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  17. 6 votes

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  18. 6 votes

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  19. Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

    6 votes

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  20. Duplicate price column in a pricing table.

    6 votes

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