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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. Have collaborator documents show in inbox

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. disable email forwarding

    ability to disable document forwarding for public view.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Show deposit amount on a pricing table

    12 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  5. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    34 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  6. Drag and drop images straight onto the template

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  7. Mass update / Edit template Roles and emails assigned to roles in bulk

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  8. transfer ownership of multiple documents/folder

    transfer ownership of multiple documents/folder

    46 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

  9. view/access the document after expiration

    Recipient should be able to still view the document after expiration

    8 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. [Bulk Action] Add fields

    Simplify the process of pulling fields when there are many to be added.

    7 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. cryptocurrency pricing options

    Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. QR Code (or barcode) on form instead of link

    Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  13. Send the document automatically after approval

    Automatically send the document once it is approved.

    98 votes

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    15 comments  ·  Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  14. field authentication for bank account numbers, routing numbers

    2 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  15. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Recipients can hide or show selected text block in a document (make is expandable)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. Signature cannot be placed until all required fields are completed

    Signature cannot be placed until all required fields are completed

    9 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. attach emails to PipeDrive objects

    attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  19. Workspace Template gallery per department

    Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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