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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2929 results found

  1. Smart content to work with attachments

    Smart Content + Attachments

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Switch Workspaces in Salesforce

    Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    39 votes

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    6 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. drag and drop series of checkboxes

    drag and drop series of checkboxes

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Dropdown of the state postal code abbreviations

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Smart Content - Selection between One long page or Separate pages

    Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. The ability to keep the paragraphs aligned even when using tiered numbering.

    For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  8. Move documents across workspaces and keep the statuses

    Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    260 votes

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    37 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Restrict ability to add blocks/new content to a document

    Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Custom Role Permission: Accepting/Rejecting redlines

    Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Design settings for Borders to be applied to specific text block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Option on Mobile App to add Blocks

    Option on Mobile App to add Blocks

    9 votes

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    1 comment  ·  Mobile  ·  Admin →
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  14. The ability to add pages from completed documents to the content library.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Ability to hide Image and description of a product imported from Catalog into a pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. set document currency via api

    2 votes

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    0 comments  ·  API  ·  Admin →
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  17. Ability to create forms via API.

    Ability to create forms via API.

    4 votes

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    0 comments  ·  API  ·  Admin →
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  18. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    79 votes

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    10 comments  ·  Documents & Data Management  ·  Admin →
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  19. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    67 votes

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    16 comments  ·  Documents & Data Management  ·  Admin →
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  20. Custom Fonts for each Heading

    Ability to set default font for each heading

    10 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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