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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7148 results found

  1. Make video thumbnails smaller in a document body

    Ability to make the video thumbnails smaller

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Set default placeholder names for fields

    Option to change placeholder text in field blocks permanently

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. ZIP code UK format or International

    ZIP code UK format or International in the Text Field

    7 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Download document as PowerPoint (.ppt) format

    19 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Set Variable formatting passed from CRM (commas in variables)

    Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    128 votes

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    15 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  6. Javascript sdk hide fields in the viewer

    Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. Javascript sdk user authentication

    A method that can authenticate the user to automatically log in with the help of API-key or access token.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  8. custom roles can be approvers in workflows

    allow custom roles be approvers in workflows

    8 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  9. Private message per recipient

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Attachment on Sent documents

    Ability to allow users to attach files even when the document has been sent.

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Auto-generate document variables for page numbers, header names, etc.

    In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Alerts to Sender when Document is not Viewed/Signed

    Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    31 votes

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    10 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. PandaDoc widget for purchase orders module in Zoho CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. More design options for editor

    More design options like slide decks

    17 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  15. Sorting of Tags

    Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Customize doc/temp/catalog list view columns

    Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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    Idea  ·  4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Playing videos and clicking on hyperlinks in presentation mode

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. when bulk downloading documents save them as PDF, not in ZIP file

    when bulk downloading documents save them as PDF, not in ZIP file

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Provide suggested edits notification to the person the document was sent on behalf of

    This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Field location based on text matching

    For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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