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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Customize doc/temp/catalog list view columns

    Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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    4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Playing videos and clicking on hyperlinks in presentation mode

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. when bulk downloading documents save them as PDF, not in ZIP file

    when bulk downloading documents save them as PDF, not in ZIP file

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    Columns that the recipient will be able to edit (or put any info - not only QTY).

    54 votes

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    20 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. zoom - Ability to change workspaces within Zoom/PandaDoc App

    Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Save ACH payment details for future payments

    Save recipient's ACH payment details for future payments

    38 votes

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    7 comments  ·  Quote to Cash  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  9. Pricing table "enable quantity editing" set as required field

    Pricing table "enable quantity editing" set as required field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  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!

  10. Possibility to insert attachments via the document chat

    Possibility to insert attachments via the document chat in any doc status

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Whiteout option on documents

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. [Bulk action] Select and edit / update several templates at once

    Bulk edit templates

    32 votes

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    5 comments  ·  Templates & Libraries  ·  Admin →
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  13. Freehand Annotation & Drawing Tools on Documents

    Allow users to annotate documents directly with freehand drawing tools, including the ability to draw, circle, highlight, or box specific areas of a document. This would enable users to visually call out, emphasize, or mark up content within a document.

    91 votes

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    3 comments  ·  Content Editing & Design  ·  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!

  14. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    121 votes

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    31 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there. Thank you for submitting this idea! 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!

  15. delete recent templates from document wizard

    option a delete recent templates from document wizard

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. [Bulk Action] Upload Multiple Images into Document or Template

    21 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  17. Filter documents by owner

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Connectwise

    Integration with ConnectWise

    14 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Multiple Branding Options for One Workspace

    Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    17 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Allow other people besides The document owner to receive renewal notification emails

    Allow other people besides The document owner to receive renewal notification emails

    21 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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