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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Resize content blocks when an image is resized.

    Currently, when you resize an image, you end up with excess spacing on the sides of the image. The content block is not resizing with the image resize. Also the ability to use spacers to help resize images would be nice.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. JIRA

    Jira integration

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. ability to easily move fields/blocks from one page to another

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to make a document private between the creator and the recipient

    Ability to make a document private between the creator and the recipient

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Offline Storage of completed document

    a storage for completed documents without making it as a draft

    11 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Agera

    integration with Agera

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. 1.0 content should be included into the new reporting tool

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. It would be very helpful if the CC field would allow you to choose a Salesforce contact.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Zoho: to pull information from subforms

    Zoho: to pull information from subforms

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  10. zapier - differentiate Hubspot pipelines by identifier to filter actions

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. move a team member from one workspace to another

    move one team member from one workspace to another

    6 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. An ability to add decimals in the "Numbers only" text field

    An ability to add decimals in the "Numbers only" text field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. Black Bar menu gets in the way

    Panda is so non user friendly, the black menu bar gets in the way of filling out the document and that happens every time you make an entry. It’s absolutely awful. The same can be said for the user name that pops up, it’s just in the way of filling in the document.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  14. Single click on ALL entries

    The document requires a double click on all entries instead of a single click--it is very time consuming and not user friendly at all in that capacity.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. [Hubspot] Restrict the creation of the PandaDoc for specific users

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Webhooks Security

    Concern of security of Webhooks in the dashboards (users have access into the dashboard and can adjust/delete Webhooks; also no audit capabilities)
    Need to get this behind a security role/wall

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  17. Create a document from Zoho Sales Orders

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. 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.

    129 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.

  19. attachment location

    Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Add ZWL i.e. Zimbabwean dollar to available currencies.

    Add ZWL i.e. Zimbabwean dollar to available currencies.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Idea  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

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