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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. Customize footer page numbers, font size, font color and margins and padding

    Customize footer page numbers, font size, font color and margins and padding

    75 votes

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    11 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea.  Unfortunately, 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. Anonymous Surveys (Form replies)

    Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. Ability to turn off reminder even the document was already sent.

    Ability to turn off reminder even the document was already sent.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. SmartSuite

    SmartSuite integration.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Add videos in tables

    The option to add videos within the table cells.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Change Form owner

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. View-only form: only create a sequenced form (document) if the client signs the form

    Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Ability to pull the Stripe payment ID from a document

    Ability to pull the Stripe payment ID from a document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  9. Check box additional settings

    Even though field was not required signers should not be able to complete the document.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Disable Request review notification

    Disable Request review notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. The option to transfer the fields of an existing form to another form and then simply correct the incorrect fields

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. Preview collected files

    We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Abillity to have an auto reply within proposal/documents

    Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    1 vote

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    1 comment  ·  Recipient Experience  ·  Admin →
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  14. CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe

    Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Adding table of contents on .png uploaded files

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Download specific pages of a document

    Be able to download a completed document's specific pages, to share separately.

    18 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Drag & drop Variables

    The variables could also have the option to be placed with drag & drop as content blocks are.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. Status between waiting for payment and Paid

    Add additional status in between Waiting for payment and Paid such as Payment Submitted"

    3 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  19. Smart content: more than one rule

    Smart content: more than one rule, for example, "AND" conditional rule

    24 votes

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    3 comments  ·  Other  ·  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!

  20. Option that allows users to populate specific line items from HubSpot into a PandaDoc document based on user-defined criteria

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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