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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data

    In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Customize editor features for certain users

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. move template from production to staging without retagging fields

    Ability to move templates without having to retag the fields

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Password change notification.

    Password change notification.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  5. Email validation

    Email validation for contacts

    10 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  6. Add print icon at the top menu for recipients to easily see how to print to PDF

    Although the print option is in the ellipsis, it would help with an analog audience to see a print icon at the top menu.
    Recipients need to see how to easily see the ability to print to PDF

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. [Hubspot] Create a document from a predefined object in Hubspot only

    A customer wants to decide in which object their sales team is able to create documents.

    5 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Electronic Vaulting

    Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. 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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  10. 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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  11. Automate.io

    Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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!

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

    1 vote

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

    Be able to link with Free Agent

    3 votes

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

    1 vote

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

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. 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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