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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7423 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. [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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  7. PandaDoc notifications going to Spam

    6 votes

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

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. 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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  10. 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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  11. [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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  12. 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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  13. Ability to limit the future dating range

    A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?

    For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).

    We might not be able to maintain/honor our current pricing that far in advance.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Option to automatically minimize the right-side panel on document editor.

    Have an option to automatically minimize the right-side panel when opening a document for editing.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Room User Owner reassignment

    It would be nice to have the option to change the Room Owner or have it reassigned

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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  16. CPQ Workflows report for tracking usage

    We would like to track CPQ workflows usage to see how our users are adopting the new process.

    5 votes

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    0 comments  ·  Workflows  ·  Admin →
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  17. Display Vimeo Video Thumbnail on PDF

    Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Autofill the signature field with previously used signature by the signer

    the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. email notifications when an automation has issues

    receive email notifications when an automation or integration have issues

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Different company names for whitelabeling accounts/multiple workspace

    Ability to have different/separate company names for multiple whitelabeling accounts.

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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