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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7267 results found

  1. The ability to change text sizing and font throughout the document all at once without using a theme

    Without having to use a theme to do so.

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]

    route notifications to another person

    8 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Improve API logs details

    Provide more details when error message is sent (the document ID that is sent from the application , customer email ID and any other reference number that can be relevant be shared as that will immediately tells to which document an error is seen)

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. word wrap options once added in the radio button field

    word wrap options once added in the radio button field

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  5. list report about who downloaded the document

    list report of who downloaded the document or list report about the downloaded documents of a user

    11 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Items preview in the Content library (change content library item list view)

    Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. ability to use *** as a placeholder.

    ability to use *** as a placeholder.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. adjust the signed pdf name of the completed document

    once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Add Collaborators on Templates like documents

    We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    48 votes

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    9 comments  ·  Sharing & Collaboration  ·  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!

  10. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    12 votes

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    5 comments  ·  Esign & Notary  ·  Admin →
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  11. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder

    4 votes

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    2 comments  ·  Integrations  ·  Admin →
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  12. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Search by quote Sequence Number

    Be able to search for a document based on the Quote Number

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Use image library items for smart content

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Remove "powered by pandadoc"

    Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Once document signed allow owner to automatically CC recipients Certain information

    When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. The option to remove PDF metadata

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Check what conditionals are followed when the conditional approval is used

    Check what conditionals are followed when the conditional approval is used

    Ticket https://pandadoc.zendesk.com/agent/tickets/464156

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  19. The approval workflow group gets a copy of the completed document.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Ability to import multiple font weights at a time.

    Ability to import multiple font weights at a time.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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