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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7290 results found

  1. PandaDoc support for Brave browser

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Dashboard - Create folders button back

    7 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    370 votes

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    36 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. smart content lock

    smart content block option unavailability for content library.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Slack folder for specific document status

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Ability to "send without resolving" when using suggest edits

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  7. SFDC triggers for SFDC activities via PandaDoc

    The ability to control SFDC activities and triggers via PandaDoc.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. background color shape

    Can add a shape to a background color, to make it more customizable. For example, rounded ends on the background color for text.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. More page layout options

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    67 votes

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    10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. SDK

    Please update create Document function in the SDK to accept binary PDF (not url).

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. API call for link2CRM for MS Dynamics

    API call for link2CRM for MS Dynamics

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. internal document link > link asks you to fill in your name > the information saves into the doc

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Auto-populate variables by uploading a spreadsheet (CSV)

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. colorblind mode

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Ability to turn templates into content library items.

    Ability to turn templates into content library items.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. save filled signature once the document is edited

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    287 votes

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    50 comments  ·  Sharing & Collaboration  ·  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.

  19. Ability to assign or change licenses for mass users in bulk

    The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    3 votes

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    0 comments  ·  Other  ·  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!

  20. Dropdown Field w/Fill-In option

    It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:

    Favorite Color
    - blue
    - green
    - yellow
    - red
    - ENTER-YOUR-OWN-VALUE -

    ... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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