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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7482 results found

  1. Chat automatically open when document is opened

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

    6 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  2. making corrections on signed document

    Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. 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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  4. 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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  5. Download document as PowerPoint (.ppt) format

    19 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Clickable phone number link ☎️

    Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. 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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  8. 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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  9. Place content blocks/Images inside of another Content block

    Ability to lay images or other content blocks within another content block.

    105 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  10. Private message per recipient

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. Find and Replace All feature within a document / template

    Find and Replace All feature in a document or a template

    208 votes

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    31 comments  ·  Content Editing & Design  ·  Admin →
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  15. PandaDoc widget for purchase orders module in Zoho CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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