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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5387 results found

  1. Skip cover page for page numbering

    Page numbering in PDF starts from the first page, not with the cover page

    19 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Set multiline text settings for fields in bulk

    Set multiline text settings for fields in bulk

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. Support Private API

    Support Private API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. Automatically send a document once a checkbox is clicked in another document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Sends doc automatically after the user sign

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Export recipient's emails by filtering document status

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. More role variables (to pass from a HubSpot deal)

    The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. option to import files with 2byte characters

    ability to import files containing 2byte characters without losing the 2byte characters after the upload (now they are placed simply as empty boxes )

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Declined Document Notifications

    notifications should be sent to everyone who was signed/received the document

    9 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Wrike

    Integration with Wrike

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  12. [Bulk Action] Bulk Export Document Details Using API

    We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  13. Video Analytics

    Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  14. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    11 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  15. save initials in the account like signatures

    save initials in the account like signatures

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Quantity total in a pricing table

    6 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  17. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    12 votes

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    3 comments  ·  Integrations  ·  Admin →
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  18. Video autoplaying.

    Video autoplaying (without a need to press on it)

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Change old private comment to public

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Support SMTP servers

    I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    5 votes

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    0 comments  ·  Other  ·  Admin →
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