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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2995 results found

  1. Notifications settings from documents created from Forms to be separated from the notifications for the regular documents

    Separate notifications settings for regular documents and documents created from forms

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. Spellchecker: Spell Check in App like Grammarly

    Add a spell checker to app

    346 votes

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    42 comments  ·  Content Editing & Design  ·  Admin →
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  3. Software (offline) version of PandaDoc

    Can i download a software from pandadoc instead of doing everything on the website?

    (offline signing)

    51 votes

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    8 comments  ·  Usability Improvements  ·  Admin →
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  4. Czech Localization

    Offer the PandaDoc application in Czech.

    13 votes

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    2 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  5. Restrict Duplicating Documents

    Have an option to restrict duplicating of documents.

    9 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Add a Heading on the Pricing Table (and use it in the Table Of Contents)

    Ability to add a heading in the pricing table

    5 votes

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    3 comments  ·  Content Editing & Design  ·  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!

  7. Link existing document for Monday.com Integ

    link an existing document to an item in Monday through the integration?

    9 votes

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    0 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. change expiration on form template

    Ability to change and edit the expiration date/validity of a form template.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Shared templates are added to the "All templates" folder

    Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    11 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Create a report/track data about Pricing table items and show Line Item statistics with data export

    Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    9 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  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!

  11. PipeDrive connection

    The option to set up 1 PandaDoc user to several Pipedrive accounts.

    21 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 this idea. After careful consideration and further analysis of the idea, 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.

  12. Edit / customize text in all email notifications including Completion or Signed Email Message

    Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    258 votes

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    39 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Pricing Table (Quote Builder): Input negative quantity / value.

    ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    46 votes

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    Solution Exists  ·  10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Option to rotate pages of a document

    The option to rotate pages.

    109 votes

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    9 comments  ·  Content Editing & Design  ·  Admin →
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  15. comments feature for uploaded documents

    comments feature for uploaded documents

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. JIRA

    Jira integration

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    139 votes

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    17 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Upload custom font via file upload

    The ability to have custom fonts outside of Google fonts

    80 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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  19. Change the title of the button “open the document”

    Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    14 votes

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    4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Schedule Sending documents

    Ability to schedule when to send a document

    293 votes

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    30 comments  ·  Automations  ·  Admin →
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    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

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