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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6612 results found

  1. create a letter with a field that has the merge settings and associate the letter with an excel spreadsheet by running it through the mail m

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Ability to lock an entire page (all content blocks) within a document

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    16 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  4. The ability to see which recipients have viewed a particular document, and which have not.

    Right now this isn't available with the reporting feature.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. The ability to download a PDF of a document without fields/content blocks.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Rule allowing to assign specific contacts from Hubspot to Pandadoc documents

    The ability to assign only specific contacts associated with Hubspot deal
    the rest contacts that do not match the rule will not be added to the document

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Mass update / Edit template Roles and emails assigned to roles in bulk

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  8. Grouped variables

    replace a particular variable from all my templates all at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. The ability to be connected to multiple PandaDoc workspaces in Hubspot.

    Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. The ability to change the price for an item in the pricing table without having to unhide the pricing column.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. ability to use templates without roles in API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  12. Dynafile

    Integration with Dynafile

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. 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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  14. 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  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. saved message language, how can I change that to Dutch?

    saved message language, how can I change that to Dutch?

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  16. Archive documents

    Archive documents

    51 votes

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    9 comments  ·  Other  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

  17. Docx converter to support "sym"elements

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Adding multiple Images on a placeholder via API

    Adding multiple Images on a placeholder.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Ability to allow replacing email body content with HTML snippet through API

    Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. Annotated images

    It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.

    The attached image would demonstrate a method of doing this.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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