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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7118 results found

  1. label documents as wet signature completed

    label documents as wet signature completed

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. Apply borders to uploaded image blocks

    Ability to add borders to the uploaded image.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. The ability to customize the Finalize document button

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. [Signature field] create an option for the recipient to sign every field / Disabling auto copying of first signature

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  5. External Collaboration Feature

    External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    5 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  7. Access content library from Cover Page

    5 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  8. Set multiline text settings for fields in bulk

    Set multiline text settings for fields in bulk

    5 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. Side by side editing

    two separate documents side by side for editing

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Undo catalog update

    5 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  11. AmoCRM

    Integration with AmoCRM,

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Document Forwarding Help Text (Change forward button text and make it more visible)

    Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  13. Recurly

    Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  14. The ability to create custom buttons inside PandaDoc documents.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. [HubSpot] The "Modified date" field in attached docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. To be able to provide placeholders for checkboxes in Zapier. EV2

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Automatic backup

    Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. Ability to format custom product fields from Salesforce

    Ability to pass custom product fields from Salesforce as currency.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. "Pay here" custom button

    Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. Lock fields when redlining

    After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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