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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7144 results found

  1. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  2. profit margin exclude table

    Ability to make it so the profit margin app excludes selected pricing tables

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Automate.io

    Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Justify Text

    Justify tex properly, there is an option but it does not change anything within the text.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Forms Presets/Templates

    Have ready-made template/presets for Forms as we only have it with templates/documents for now

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  6. Place Text Over Images in PandaDoc

    Client would like to be able to add text over images added in PandaDoc editor

    16 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Save custom tokens/variables

    An option to save custom variables / tokens to be used across templates.

    32 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  8. uk phone number validation for fields (+44, length)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Free Agent integration

    Be able to link with Free Agent

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Zoho CRM Tokens button

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. See which document a duplicate came from

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to export items and images from the catalogue into folder

    Ability to export items from the catalogue

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Chat automatically open when document is opened

    Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  14. Notification toggle for the approval workflow for people within a approver group

    5 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  15. have 2 price columns in one pricing table

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. make field multiple each other

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Scan for Automatic Renewal Date

    Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Create contact with filled-in fields via form automatically

    OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Having separate repository and folders within Image Library

    • separate repository in side bar (like Content library)
    • folders within Image library
    194 votes

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    18 comments  ·  Templates & Libraries  ·  Admin →
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    Not Planned  ·  Molly Abrams 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. Table headings

    Ability to add a heading to the top of a table.

    14 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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