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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Map Catalog Headers to Pricing Table Columns

    The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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    0 comments  ·  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!

  3. Hubspot - set document value

    When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot

    9 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  4. Docx converter to support "sym"elements

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    190 votes

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    19 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  6. Create a Content Library Item from a Sent Document

    Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Custom Permissions for adding tags

    Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a back-

    Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. [Bulk Action] Export and bulk delete documents from a particular template

    Bulk Export and Bulk delete documents of a particular template that have been completed

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  10. Unsend sent document/notification

    I have a quick question, can I re call an email i have sent by panda?

    21 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. Would like the name of the uploaded CSV file to be displayed in the email that states the upload failed.

    1 vote

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  12. Add print icon at the top menu for recipients to easily see how to print to PDF

    Although the print option is in the ellipsis, it would help with an analog audience to see a print icon at the top menu.
    Recipients need to see how to easily see the ability to print to PDF

    5 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. inline comments to stay highlighted for recipients after sent

    the inline comments to stay highlighted for recipients after sent

    5 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  14. Permissions for specific documents: Private documents (Password protect documents internally)

    Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    201 votes

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    21 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  15. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    Have the same approval workflow setup for multiple templates

    62 votes

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

    We wanted to share an update regarding this 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.

  16. Control reminders for docs created from Pipedrive deals

    Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Page number visible in web version

    Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    258 votes

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    17 comments  ·  Content Editing & Design  ·  Admin →
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  18. Deduction from the Total rather than the SubTotal

    applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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    0 comments  ·  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!

  19. Option to show the signer info on the document once they completed it

    Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. autosizing font in fillable fields

    Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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