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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7148 results found

  1. 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

    27 votes

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    2 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!

  2. Too Many Clicks

    There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Ability to add an unassigned field after other fields are assigned

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  4. Ability to set a default value of a space for custom variables?

    Ability to set a default value of a space for custom variables?

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Restrict downloading a PDF of a Form for recipients

    Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Allow global setting for metric units

    All document units are expressed in inches - even where the document size is metric (A4!).

    Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. To be able to upload editable powerpoint

    17 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. System will fill out automatic HEX code

    System will fill out automatic HEX code

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Social media links previews to be branded as the company workspace, not PandaDoc

    Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option

    We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Different currency for Document Value and Pricing table

    In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Automations: save PDF of the document to Desktop

    Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Conditional Content Approval

    Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    18 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Sort Contacts by Company

    Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  16. The ability to hide the cost column in the docx download without having to hide it.

    3 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Allow pre assigned roles to be populated when pressing skip when creating a document

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Signature settings for specific documents

    ability to select signature type for specific templates/documents

    43 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  19. Ability to show price with discount and extended price

    configure the pricing table, to show price with discount and extended price column.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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