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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6443 results found

  1. LaborEdge

    LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  2. Twilio and Zuper

    It would be nice to have Zuper and Twilio integration with PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Duplicate a "checked" checkbox

    The ability to copy or duplicate a checkbox already selected / checked off would be useful.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Delete recipients from signed documents

    Delete recipient from signed document
    https://pandadoc.zendesk.com/agent/tickets/368762

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Bulk Edit Content Library Items

    I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Swedish Localization

    Localization in Swedish

    4 votes

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    0 comments  ·  Localization  ·  Admin →
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  7. Monday.com formula columns

    30 votes

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    4 comments  ·  Integrations  ·  Admin →
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  8. Stop PandaDoc from scrolling to the top of the document when formatting is changed

    When content formatting is edited, PandaDoc scrolls back to the top of the page, interrupting workflow. An option to stop this scrolling is needed.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Overset Text & Flow Features Similar to InDesign

    I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Option to automatically copy the field format of a previous document when uploading a new one

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Items preview in the Content library (change content library item list view)

    Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    4 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  12. ability to use invites to other workspaces when SSO is enabled

    currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Place a page break inside a text block

    Allow a user to customize or cut a whole text block on desired segments.

    24 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Conditional content around pricing table and new pages added

    I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    14 votes

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    6 comments  ·  Automations  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  15. Reminders before the start date of the contract

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Signing order usability improvements

    When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. Document Analytics: See Date and Time instead of Number of Days Passed

    Document Analytics would be easier to see the date directly instead of the number of days passed.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Set a Saved Message on the template level

    Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message

    42 votes

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    2 comments  ·  Automations  ·  Admin →
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  19. Approval Workflow through API

    Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    8 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Change order of documents in a bundle

    Documents in a bundle should be capable of being re-ordered.

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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