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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7661 results found

  1. 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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  2. 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

  3. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. advanced search tool

    ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. trigger to login in PandaDoc

    triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Move documents across workspaces and keep the statuses

    Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    255 votes

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    37 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Improve signature forwarding

    Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    8 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Custom Role Permission: Accepting/Rejecting redlines

    Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Design settings for Borders to be applied to specific text block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Forwarding two signatures to different signatories

    An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. Option on Mobile App to add Blocks

    Option on Mobile App to add Blocks

    9 votes

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    1 comment  ·  Mobile  ·  Admin →
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  12. MS Dynamics: to show Date Only without time stamp

    to show Date Only without time stamp when a document is created

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  13. The ability to add pages from completed documents to the content library.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. two unit prices per item in pricing table

    two unit prices per item in pricing table

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  15. Thai language for PandaDoc platform

    Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  16. Ability to upload a doc in Chinese

    6 votes

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    0 comments  ·  Localization  ·  Admin →
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  17. ability to migrate/transfer image library from one workspace to another (EASILY)

    Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    12 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Send a notification to sender when document is viewed

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Edit Quickbooks invoice sent to customer

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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