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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Share page between templates w/o content library

    Ability to move individual pages between templates without needing to first add to the content library.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. More formatting options for numbering lists

    52 votes

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    10 comments  ·  Content Editing & Design  ·  Admin →
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  3. Support processing for multiple file documents in Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. add a public comment to a published form rather than on the document level

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Restrict Duplicating Documents

    Have an option to restrict duplicating of documents.

    9 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Software (offline) version of PandaDoc

    Can i download a software from pandadoc instead of doing everything on the website?

    (offline signing)

    50 votes

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    8 comments  ·  Usability Improvements  ·  Admin →
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  7. Add a Heading on the Pricing Table (and use it in the Table Of Contents)

    Ability to add a heading in the pricing table

    5 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  8. hide the column with the dropdown in the pricing table before sending a document

    The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. ability to save non-PandaDoc user's signature (signer)

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Merge Fields for File Uploads

    Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.

    Currently this is only possible with text fields, etc.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Link existing document for Monday.com Integ

    link an existing document to an item in Monday through the integration?

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, 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.

  12. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  14. change expiration on form template

    Ability to change and edit the expiration date/validity of a form template.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Shared templates are added to the "All templates" folder

    Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    11 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Spellchecker: Spell Check in App like Grammarly

    Add a spell checker to app

    336 votes

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    39 comments  ·  Content Editing & Design  ·  Admin →
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  17. Paylocity

    Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. White out option on uploaded pdf

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Select the type of the files format the recipients can upload

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Dropdown workflow

    Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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