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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5384 results found

  1. Show page numbers in TOC in exported docx file

    Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    Ability to see and kick-out any devices logged-in to the PandaDoc account.

    9 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  3. Recover deleted Templates & Content Library items

    16 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Define image block size and block the possibility of other users to resize it

    Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Disable automatic webhook deactivation

    Do not deactivate webhook automatically even if HTTP 4xx client errors occur

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Download multiple documents (document folders) directly to computer

    Download multiple documents (document folders) directly to computer

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    Forms feature in CRMs

    65 votes

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    12 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there! 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!

  8. Have certificates for completing each learning path (Admin Certificate, Sales Certificate, etc.)

    When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Dropdown functionality under Content Blocks

    Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Selected filters remain when user returns to the documents tab

    When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Set Exclusion Rules for Salesforce Status Triggers

    Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. The option to have the status of a deal changed in Fresh CRM once a document changes its status

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Apply the search in the product catalog to similar words, not just identical ones

    a way to search for words appearing anywhere in the item record

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Conditionally display fields mapped over from salesforce

    specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Edit font family for catalog items Name and Description within Catalog

    Edit font family for catalog items Name and Description within Catalog

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. View and track edits feature in the document version history like in MS word or google docs

    track edits feature in the document like in MS word or google docs

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Gridlines / Ruler

    Would love a gridline or ruler option to overlay on page to help with lining up text & images

    27 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  18. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Smart content block next to another block

    Add a smart content block next to another block, or to a table

    15 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  20. Option for the sender to resend the document to the recipient who did not recieve the document

    Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    21 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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