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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Smart content to work with attachments

    Smart Content + Attachments

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. ability to download document in HTML

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Set up confidential masked field so the information is visible only by document creator

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. From variable list, see a list of occurrences and click to go to a specific occurrence in the document

    Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. Notarize multiple individual documents in the same session

    Notarize more than one document per session without bundling.

    1 vote

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    0 comments  ·  Other  ·  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!

  8. Suggest edits email customization: remove summary of redlines in email notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Extract data from fields in documents sent in bulk in a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. drag and drop series of checkboxes

    drag and drop series of checkboxes

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. fields within rows should not shift while removing rows from the table

    fields should not shift while removing rows from the table

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Ability to embed a 3D model.

    Ability to embed a 3D model.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Make the checkboxes in a pricing table larger.

    I was wondering if there is a way to make the checkboxes in a pricing table larger. Right now they are difficult to check on mobile devices.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Search templates via its contents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. A generic "Privacy Policy" page for websites.

    FormSwift has this. I would like to be able to get this item from PandaDocs without switching document generating sites.

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  16. Dropdown of the state postal code abbreviations

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. When a document is complete (wet signature) would like to upload multiple docs when changing the status

    When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Compile documents of merged HubSpot objects

    When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. The ability to keep the paragraphs aligned even when using tiered numbering.

    For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

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