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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7317 results found

  1. Highlight Text in 2.0

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Close.io

    Integration with Close.io

    79 votes

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    13 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.


    This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:

    • 👍 Upvote this post (if you haven’t already)
    • 💬 Leave a comment to share your needs
    • 📅 Schedule a quick call with me so we can understand your workflow better


    No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌

  3. Bi-directional contact fields

    It would be great to allow for the following when using document automation fields based on PD Contacts:

    If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    automate the populations of data for a given contact into multiple forms (or templates) for that contact

    11 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  5. Option for a user to leave a workspace

    Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    7 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Duplicate document from inside of it

    Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    34 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  7. Pass line items as numbers not array strings to Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Ability to track which specific user is adding licenses

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Document value currency

    Change the document value currency once the currency is set in pricing table.

    11 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  10. template gallery in spanish

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  11. [Bulk Action] Upload Multiple Images into Document or Template

    15 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. change the mark on the check box from check to "x"

    change the mark on the check box from check to "x"

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. support wistia custom links

    support of customized wistia links that do not include wistia.com in the end

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Default settings to enable only future dates for all the fields on the account level

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Lock specific message to the template

    would need to have a specific messages attached to every templates i have

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  16. Signature Pad Compatibility

    Compatibility with external signature pads i.e. topaz signature pad

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Block user trying to get access to workspace

    Block user trying to get access to workspace

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. mention the attachment name in the body of my PandaDoc document

    mention the attachment name in the body of my PandaDoc document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. I can't copy the text I entered in a field

    It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Import Contacts from Outlook

    3 votes

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    0 comments  ·  Other  ·  Admin →
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