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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7423 results found

  1. Personalize/Change the Form Web Link that is shared

    customize the words of the form link

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. contract risk analysis using AI

    contract risk analysis using AI

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Centralized variable management

    What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Edit size of image when added to table

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. To have an ablity to disconnect pandadoc documents created in Hubspot Contact

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    375 votes

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    37 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Include or exclude content depending upon SFDC fields

    Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Zomi Localization

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  9. Delete All Variables in Document

    Want to delete all instances of a variable in 1 click instead of removing them all manually.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Calculate quantity Subtotal in the pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Ungerboeck

    Integration with Ungerboeck

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Latin American Localization

    Localization for Spanish language specific to Latin America.

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  14. PandaDoc support for Brave browser

    2 votes

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

    7 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. 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.

    292 votes

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    52 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.

  17. 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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  18. Slack folder for specific document status

    1 vote

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

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. 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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