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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7424 results found

  1. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    17 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Disable Duplication of EV1 Content

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. when the document is uploaded to Microsoft teams, there's no option to convert it.

    when the document is uploaded to Microsoft teams, there's no option to convert it.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Select multiple text boxes to cleanly copy/paste into Word or Outlook

    Select multiple text boxes to cleanly copy/paste into Word or Outlook

    (originally spoke to Raena Aniban on support)

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Sender notification when document is printed / downloading

    notification if the User/Sender can be notified if the recipient prints out the document?

    8 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Save (do not reset) ticked line items (products) in a pricing table after the "Edit document" button is clicked (document is edited)

    Let's say you have 5 optional items in the pricing table, A,B,C,D,E. Items B and D are ticked before the document is sent. Client ticks, let's say, option D, after they receive the document. When you edit a document via the "Edit document" button in "Actions" to update and resend ithe document later you have only items B and D checked

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. Universal Menu Options

    At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    4 votes

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    Idea  ·  1 comment  ·  Usability Improvements  ·  Admin →
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  8. last version of google chrome makes an automatic translation of your web site when users wants to sign a document.

    last version of google chrome makes an automatic translation of your web site when users wants to sign a document.

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  9. Revision Renaming

    Would be great to be able to name a revision that you're about to send out, even like "v1", "v2", etc -- revisions are good, but would be great with this

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Forms improvements

    enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  11. Same day reminder

    How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    11 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. Export details - Audit Trail

    Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    166 votes

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    23 comments  ·  Documents & Data Management  ·  Admin →
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    In Development  ·  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.

  13. ability to share forms with another workspace

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. add Office 365 as an option to login in the PandaDoc Mobile App

    add Office 365 as an option to login in the PandaDoc Mobile App

    7 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  15. Kiosk mode

    Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Ability to hide PandaDoc module in Copper

    Ability to hide PandaDoc module in Copper

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. PrintDriver

    It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. [Missing Integration] Native integration with DayForce

    DayForce is Ceridian’s unified cloud HCM (Human Capital Management) platform, covering the full employee lifecycle:
    HR, payroll, benefits, talent management, scheduling, analytics, and compliance all within one system — powered by real-time data and AI. Ceridian engineers built a native integration with DayForce with key features like template support, streamlined envelope creation with dynamic recipient assignments, and tracking analytics.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Fields signing order on a document/form

    Add order in which the recipient would be able to act on fields.

    18 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Formula to insert a date 1 year from now dynamically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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