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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6460 results found

  1. Pricing Table: decimals editing on a cell level

    to change the decimals on the cell level

    4 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. System will fill out automatic HEX code

    System will fill out automatic HEX code

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Social media links previews to be branded as the company workspace, not PandaDoc

    Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option

    We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Different currency for Document Value and Pricing table

    In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Automations: save PDF of the document to Desktop

    Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Sort Contacts by Company

    Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Add hyperlink into email footer

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. The ability to hide the cost column in the docx download without having to hide it.

    3 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Wordpress

    is there a Wordpress integration for PandaDoc without third party plugins?

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Bundling Documents, not only templates

    Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    7 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. Presentation Option: Powerpoint slideshow mode (no scroll)

    Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    16 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  14. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Upload multiple files in a single collect files field

    Option to upload multiple files in a single collect files field

    35 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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. Disable option "send document" via app (leave only share via link)

    disable option "send document" via app
    (leave only share via link)

    8 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Moving pricing table sections above column names

    Moving pricing table sections above column names

    5 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Use variables inside radio buttons

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. send PandaDoc document instead of word while setting up the White labeling feature.

    send PandaDoc document instead of word while setting up the White labeling feature.

    https://pandadoc.zendesk.com/agent/tickets/390995

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Link expired document to Hubspot deal

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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