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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3830 results found

  1. To be able to manually change the document status of Approved documents

    To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Being able to restrict editing some variables

    I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Change multiple instances of the same word at once

    Ability to change multiple instances of the same word at once.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Allow recipients the ability to edit the document, potentially add extra documents, and send to an internal team for review before signing

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. Group content blocks

    Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    16 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Mandate Recipient passcode verification

    Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

    5 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Export Product Catalog by Category

    When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Limit access to Template/Documents regardless of license type

    Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Ability to remove / customize quick access templates preview

    Ability to remove / customize quick access templates preview

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  10. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Make .docx downloads support fillable fields when they are filled out.

    Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Adjust the boldness/line thickness of a draw signature

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Move all Variables in the same formatting/placement from one document to another.

    Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Ability to save bundled documents separately within Salesforce

    Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. add products from Pipedrive to catalog automatically (sync)

    add products from Pipedrive to catalog automatically

    https://pandadoc.zendesk.com/agent/tickets/522217

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Automation: select document creator when using automation to send another document

    When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    5 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. Hibob HR Software

    Hibob HR Software integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Google Calendar

    Ability to integrate with Google Calendar to use automation like sending documents.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Redact feature in editing

    Option to redact part of the text in the document

    5 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  20. Easy to Automatically Add CC to Documents

    Quick and easy way to add CC on all documents sent from PandaDoc.

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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