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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7148 results found

  1. Change the title of the button “open the document”

    Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    13 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Upload custom font via file upload

    The ability to have custom fonts outside of Google fonts in EV2.

    76 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  3. Add identifying information to each PDF within the downloaded Zip file

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Option to choose easily and change bold text in a document

    Option to choose easily and change bold text in a document.

    will allow t he user to easily choose a text and change its properties.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Collaborator with edit permissions access to the document's details

    Give access for collaborators with edit permissions to the document's settings and so they can edit the expiration date.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Pricing Table

    We'd like to suggest line items with discounts and that will show the total Discount amount to be added as a feature.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Support Quickbooks for non US accounts

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details

    I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    130 votes

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    14 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Schedule Sending documents

    Ability to schedule when to send a document

    275 votes

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    28 comments  ·  Automations  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  11. Option to rotate pages of a document

    The option to rotate pages.

    99 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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  12. add image on the form link

    add image on the form link

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  13. Separate branding on a template/document level

    should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Data storage exclusively in Canada

    Some customer's require storage to be localized exclusively within Canada

    8 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  15. Collect file fields notification

    an email notification that an attachment is uploaded in the collect file fields.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Shorten URL Link

    We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Add "To Sign" to Dashboard

    Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Ability to add content library item into a new bundle document skipping the step of adding a blank page

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Reporting feature: Content Library Export Report (with an ability to see what content library items are not being used)

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. [Home] Select period more than 1 year in Home

    Would like to be able to have an option in the Dashboard to see further than 1 year.

    42 votes

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    5 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!

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