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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Report for viewed documents

    a way to download all the emails for the people that only viewed my template

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Ability to use conditional content in Zapier/Integromat.

    Ability to use conditional content in Zapier/Integromat.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Metrics/reporting for contract negotiations (redlining). Detailed exportable summary

    Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    8 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to save content rows to the Content library

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Preview PDF before sending

    Would like the ability to preview the PDF before sending the document

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Create document folders for each contact (client) in bulk

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Option to write in content with a digital pen that converts into text

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Field recognition: turn existing check boxes on a PDF into radio buttons

    Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Sort Pricing table by SKU

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    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!

  10. Option to view all workspaces from the dashboard

    Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Collect Card Details without Payment Integrations

    Be able to collect card details and store it in the app.

    29 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  12. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    Option to send leaderboard reports via email on a recurring basis.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  13. authorization (access code) to be added on a template level

    authorization (access code) to be added on a template level

    4 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, 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.

  15. Add hyperlink into email footer

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Change Default Signature Color

    Would like to change the default signature color for recipients from black to blue

    52 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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    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!

  17. Improve algorithm for Viewed Proposal detection (client spam filter opening links)

    Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.

    Two items that could improve accuracy for the Panda view status here:

    1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter

    2) Consider including an extra link in the body of the email. If this was clicked within seconds of…

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Ability to show price with discount and extended price

    configure the pricing table, to show price with discount and extended price column.

    5 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Lock bundled documents so they can't be edited or deleted.

    The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Lawpay/Affinipay

    Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    12 votes

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    2 comments  ·  Integrations  ·  Admin →
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