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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7158 results found

  1. Ability to show discount per month for pricing table line item (before multiplier applied)

    Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    6 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. ability to search for those who have not signer /opened a document yet

    ability to search for those who have not signer /opened a document yet

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Change opacity of the background of the text

    Customer stated:
    I have an image in the background, and i put a textblock on top of it. I was to make the text block stand out, so I added padding and make the background black. But I want the background of the text to have opacity..

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. allow payment forwarding after another recipient signs to a user this isnt a recipient

    allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  5. Required Field Indicator to show what fields are required so you don't have to click through all of them

    6 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. Save a document to folders from within the document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Expand Hubspot iFrame Window

    Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Ability to apply Design theme to the blocks where the text was changed manually

    Ability to apply Design theme to the blocks where the text was changed manually

    At this time, if text is manually set in a text block and a theme is applied --> the text associated with the theme will not override the text that was manually set in a text block. This can be a pain for users that have hundreds of templates and CLIs.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  9. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. change color of font on recipients end for filling in fields

    change color of font on recipients end for filling in fields

    6 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  11. Make the width of the columns in pricing table the same

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. PandaDoc notifications going to Spam

    6 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Add a frame around images

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Custom roles for different sales teams and users

    I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. A Paid badge in PDFs of paid documents

    A PDF of a paid document should include the PAID badge, the same as the web view version

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. [Master settings] Autoreminders enablement

    The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  19. Sending the document to CC without sending it to the first signer

    Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  20. [Word Import] Correct issues with the line spacing after MS Word documents have been imported into PandaDoc.

    After a Word document is imported, line spacing is not kept.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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