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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    18 votes

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    0 comments  ·  Integrations  ·  Admin →

  2. Source PDF replacement

    The option that will allow a user to replace the uploaded PDF with another PDF but leave all the text blocks and fields on the places where they are now.

    67 votes

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    Released  ·  3 comments  ·  Admin →

  3. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    18 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  4. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →

  5. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    Auto Place fields even without field tags.

    21 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Cost and margin EV2 (Profit and margin calculation)

    83 votes

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    9 comments  ·  Admin →

  7. Pass images from CRMs to documents using tokens/variables

    ability to make images as dynamic field or as a variable

    67 votes

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    14 comments  ·  Fillable Fields & Variables  ·  Admin →

  8. swap person in signing order

    If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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    0 comments  ·  Admin →

  9. Report Revenue

    Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    8 votes

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    0 comments  ·  Other  ·  Admin →

  10. Set client's default email subject (automatic subject)

    Set client's default email subject (instead of X has sent you the document).

    102 votes

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    11 comments  ·  Recipient Experience  ·  Admin →

  11. Option to define the template which document was created from

    Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    68 votes

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    7 comments  ·  Templates & Libraries  ·  Admin →

  12. Ability to not loose content when two users is editing the same doc at the same time

    Ability to not loose content when two users is editing the same doc at the same time

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  13. Ability to Add Custom Mapping Via API in EV2

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  14. Automatic update of currency depending on the currency of catalog item.

    Automatic update of currency depending on the currency of catalog item.

    6 votes

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    0 comments  ·  Admin →

  15. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    8 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
    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!

  16. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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    10 comments  ·  Integrations  ·  Admin →

  17. Notifications for non-document participants (non senders)

    Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    93 votes

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    17 comments  ·  Sharing & Collaboration  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the 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.

  18. Recording External Payments

    We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.

    Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
    Payments

  19. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    94 votes

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    18 comments  ·  Templates & Libraries  ·  Admin →

  20. Create and Send document in one API call

    Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    7 votes

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    0 comments  ·  API  ·  Admin →
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