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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Ability to set roles later on when setting recipients.

    Ability to set roles later on when setting reciepients..

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Ability to use "this month" filter for the reporting.

    Ability to use "this month" filter for the reporting.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download

    Preserve the PDF layers once exported from PandaDoc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. content library export

    It would be great to have an option to export my content library

    14 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  5. Approval Workflow by Manager after the recipient sign the contract

    Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    30 votes

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    Idea  ·  6 comments  ·  Approvals  ·  Admin →
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  6. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  7. Exclude Form Responses from exported CSV

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. pre assign person email in roles in content library items

    pre assign person in roles in library item

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. background image work for pages with PDF page break

    We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.

    Basically, we want it to operate like an image on a Word document.

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Disable choosing cookies by the recipient

    The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Pandadoc document value in Pipedrive panel

    Show Pandadoc document value in Pipedrive panel

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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    Early Access  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hey Panda,

    Good news — we did it! 🎯

    We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️

    👉 Watch the quick demo:

    https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68

    If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.

    I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.

    You can also grab a slot on my calendar here:

    https://calendar.app.google/pHa6Xud82oexdoyv6

    But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.

    ⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.

    Thanks for being awesome,

    Alex from PandaDoc 🐼

  13. Do you interface with BotDoc.io?

    Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. If the document is in Suggest Edit status in PandaDoc app, the status of the document in API is Viewed.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  15. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. salesforce - pandadoc logs

    Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. change the image order in the image library

    change the image order in the image library

    Ticket https://pandadoc.zendesk.com/agent/tickets/362328

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. HubSpot form to download a PandaDoc to see readership statistics

    Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Option to "insert from catalogue" in the mobile app

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Save fields values' when a document is downloaded as docx(word)

    At the moment Fields' values are lost when a document is downloaded as .docx

    29 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

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