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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. disable data merge by default in pricing table when salesforce is enabled

    disable data merge option by default in pricing table when salesforce is enabled

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  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!

  2. Add possibility to record video messages like get accept

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  3. Disable Finish Button

    Disable Finish option (when completing the document).

    13 votes

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    1 comment  ·  Recipient Experience  ·  Admin →

  4. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    26 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →

  5. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    29 votes

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    2 comments  ·  Recipient Experience  ·  Admin →

  6. Turn off / Change auto page breaks

    25 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  7. Default settings for document forwarding

    Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    11 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →

  8. Remove the "Draft" status from templates

    1 vote

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    Released  ·  0 comments  ·  Templates & Libraries  ·  Admin →

  9. Remove company logo image from email notifications

    Delete images in notification emails sent from PandaDoc, such as the company logo image.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  10. Staggered Payment

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  11. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    15 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  12. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    21 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  13. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    28 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  14. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    0 comments  ·  Integrations  ·  Admin →

  15. Let the customer select optional items in pricing tables without assigning a field

    I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    30 votes

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    3 comments  ·  Fillable Fields & Variables  ·  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. Additional notification settings for recipients

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  17. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    36 votes

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    4 comments  ·  Integrations  ·  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!

  18. multiple owners / senders of a document

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  19. HIPAA Compliance

    28 votes

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    Released  ·  3 comments  ·  Security & Compliance  ·  Admin →

  20. ability to see who from team members opened a document

    ability to see who from team members opened a document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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