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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7630 results found

  1. 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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  2. 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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  3. Private message per recipient

    4 votes

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

    Find and Replace All feature in a document or a template

    210 votes

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    31 comments  ·  Content Editing & Design  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. PandaDoc widget for purchase orders module in Zoho CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. Provide suggested edits notification to the person the document was sent on behalf of

    This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Field location based on text matching

    For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. [Reporting] Salesforce dashboard

    I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Inline comments in templates

    28 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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  18. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Data on best time to send documents

    Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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