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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. template gallery in german

    3 votes

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  2. Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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  3. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  4. Ability to choose if a signature is to the left, centered, or to the right.

    14 votes

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  5. Ability to add references to the pricing table.

    9 votes

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    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!

  6. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    15 votes

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  7. Change the recipient view language to Polish (as was available in within Classic Editor)

    5 votes

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  8. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    4 votes

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  9. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    11 votes

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  10. Client would like the option to save custom colors within pandadoc

    7 votes

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  11. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    20 votes

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  12. The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

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    Released  ·  8 comments  ·  Other  ·  Admin →
  13. When someone "Decline" document with reason filled - how can i get this reason from API

    22 votes

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    2 comments  ·  API  ·  Admin →

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:

    • Core actions like sending, viewing, signing, editing
    • Advanced events such as payment status, KBA and QES attempts
    • Metadata: timestamps, IP addresses, user identity
    • Decline reasons and the user who declined

    For more information, please click the link below!

    [Hyperlink]

  14. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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  15. Recipients often do not notice the Finish button after signing docs.

    43 votes

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    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 check the screenshot below!

  16. I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    Released  ·  Valeryia Baranava responded

    HI! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO

  17. The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).

    46 votes

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  18. 53 votes

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    Released  ·  3 comments  ·  Admin →
  19. 8 votes

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  20. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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    Released  ·  Valeryia Baranava responded

    The PandaDoc extension supports SugarCRM version 12.0, and will continue to work with older versions from 8.*.*. onwards.

    Please see more here: Sugar CRM.