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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. Recipients can upload visible in a document images / files

    Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. EV2 upload pdf within content blocks

    Would like to upload a “pdf” in the middle of content blocks without converting into a jpg

    3 votes

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

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Option to enable to see the recipient on the inbox

    Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. [Bulk action] Select and edit / update several templates at once

    Bulk edit templates

    32 votes

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    Idea  ·  5 comments  ·  Templates & Libraries  ·  Admin →
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  12. 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!

  13. 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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  14. [Bulk Action] Upload Multiple Images into Document or Template

    21 votes

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

    14 votes

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

    Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 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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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. 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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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Tokens/Variables in saved messages / email body or subject

    223 votes

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    40 comments  ·  Automations  ·  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 of the idea, 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.

  20. Conditional Logic set up in Pricing tables

    Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    227 votes

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    13 comments  ·  Quote Builder & Pricing table  ·  Admin →
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