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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7204 results found

  1. Option to send completed pdf copy to one recipient only

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. "Instructions" block (auto-deleted text block)

    Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    5 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Default custom theme for Ev2

    Default theme for Ev2 in Settings.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  4. [Bulk action] Change Status of Multiple Documents at Once

    Be able to change the status of multiple documents at once.

    43 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. A set of special symbols inside Pandadoc to use

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    43 votes

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    4 comments  ·  Integrations  ·  Admin →
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  9. Improve performance for docs with many fields

    Make the

    2 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  10. SugarCRM two-way sync

    SugarCRM two-way sync

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. SFDC visibility across workspaces

    The ability to enable SFDC integration to all workspaces at the same time

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Disable inline commenting (add a comment button) option

    Disable add a comment button in documents

    39 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  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!

  13. Diffrent options to indicate the signer (for ex. mobile number)

    have an alternative if the signer dont have email can we use like mobile numbe

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. RevTrak

    Integration with RevTrack

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. notification for when content items need updated

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. The ability to customize the Catalog and have a filter

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  17. Edit text formatting in template when using data merge feature

    The ability to edit the pricing table formatting in the template when using the data merge feature

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. More precise error message in HubSpot

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Option to rearrange / reorder the documents in the documents list

    option to move the documents in the list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Conditional logic for Payment block

    Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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