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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. HTML on Rooms feature

    The ability to insert/embed HTML or a code block in Rooms.

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  2. Per-method toggles for Square payments

    Option to enable or disable payment methods (f.e, disable bank transfer) for Square

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Automatically open next document awaiting approval after one is approved

    Automatically open the next document waiting for approval after one is approved, to make it faster to go through multiple approvals.

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  4. Improve the page brake

    The page break isn't accurate. When you download the document to a PDF, the page doesn't brake where it says in editing mode.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. ID check: send a notification when the expected name and verified name are different

    Comment from the customer:
    I'm wondering, following your example, if we send the documento be signed by "Anna K", but later on the shown ID is from other person (Verified name) which is nothing related to Anna K, is there a way to detect that automatically? In other words, basically, that expected name and verified name are different

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. 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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  7. Support Quote Builder features via API

    Quote builder via API:
    – No programmatic creation of quote items with product images
    – Product catalog not reliably accessible/linkable via API
    – Consequence: Quotes without precisely positioned images, some with gray placeholders ("grey image placeholder")
    – Fixed column labels such as "Quantity"/"Price" in quotes and system interfaces

    3 votes

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    1 comment  ·  API  ·  Admin →
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  8. On the document viewer page add a link to force out a reminder email.

    On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
    On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability for HubSpot to work with the Service object

    Ability for HubSpot to work with the Service object

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. [Word Import]: When MS Word documents are uploaded to PandaDoc, the fonts mirror the original document settings.

    Keep the fonts after Word file was uploaded into PandaDoc.

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Easier Access to the Document Repository More Options Menu (three dots - by each document)

    Move the additional document menu - three dots on right of document in the document repository - to the left of the document name instead of the right.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  12. Updating Catalog from Proposal

    I have an entertainment company in Las Vegas. I use PandaDocs to send out proposals to my clients. I utilize the catalog feature to organize the various talent, acts, and activations we offer to our clients. I’d like to suggest a few changes to the platform that would enhance my process and make it more efficient and user-friendly.

    1. When I add an item from the catalog to a proposal, I often find that the item requires updates. It would be beneficial if I could update the item directly in the proposal and then sync the update back to the catalog.…

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Ability to include CRM variables into reports

    Ability to include CRM variables as column options into reports

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. Support Quote builder localisation on exported PDFs

    26 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  15. immediately send a webhook event to Salesforce, once PandaDoc document is linked to SF record, and not to wait for status change afterwards.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. re-sync or webhook replay feature

    PandaDoc has a Feature where all completed Docs are attached to SF, however, when SF package are not updated. There comes a time when completed docs are not attached to SF.

    It would be good to have a supporting feature that would re-sync all completed docs not attached during SF package late update so it would attach all completed documents once the package has been updated instead of manually uploading to SF

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Checkbox field: Design and color options to make it more visible

    Option to change checkbox colors from default gray to more vibrant, visible colors for better visibility and user experience.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. BRING BACK TRANSFER DATA!!!

    I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.

    I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes.…

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Add the PandaDoc widget to the new Sales Workspace Deal Sidebar in HubSpot

    According to HubSpot, for the widget to appear in the Sales Workspace Deal Sidebar, PandaDoc needs to implement a UI Extension specifically for the location CRM.RECORD.SIDEBAR on the deals object.

    Currently, we have to navigate away from the Sales Workspace to the full record view just to access PandaDoc, which disrupts our sales workflow.

    Relevant HubSpot Documentation for your developers:

    Reference for App Cards & CRM.RECORD.SIDEBAR: https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensibility/app-cards/reference

    UI Extensions Overview: https://developers.hubspot.com/docs/apps/legacy-apps/private-apps/build-with-projects/create-ui-extensions

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Option to keep the format when trying to copy a page from one document to another

    Option to keep the format when trying to copy a page from one document to another

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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