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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7629 results found

  1. 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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  2. 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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  3. 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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  4. Forms improvements

    enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  5. Pop up notification for admin for all users

    Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. ability to share forms with another workspace

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. 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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  11. [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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  12. 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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  13. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    142 votes

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    34 comments  ·  Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  14. Formula to insert a date 1 year from now dynamically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. add product after document completion

    allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Pricing Table Mapping for SalesForce Contracts and Contract products

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot

    Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)

    2 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  18. Merge field - Have the ability to skip the merge field if the CRM field is blank

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Ability to change the reference number format

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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