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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7335 results found

  1. Integration with Drata

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Create custom view/columns in home overview

    Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Rotate content back and forth with arrows

    Option to rotate content (pages of the document) back and forth with arrows

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Navigation button in a middle of the page

    Option to have a button navigation in a middle of the page

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Option to download a template so that the PDF version appears the same way as it does in the editor

    Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Customize SMS Reminder

    1 vote

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    0 comments  ·  Recipient Experience  ·  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!

  7. Integrate with RD Station

    Integrate with RD Station

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Tagging a group in the chat or messaging in the document

    When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Bulk download: include the document that was uploaded when the status was manually changed

    Option to include manually uploaded signed documents from the audit trail (documents that were uploaded during document status change) in bulk download.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Sync Zoho Catalog with PandaDoc Catalog

    Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Recipient can resize a field

    If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. automatically place fillable fields

    automatically place fillable fields in documents and templates without drag and drop option

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. Skipped Optional Radio Buttons/ Checkboxes Warning

    The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Mobile app for EU servers

    Option to use mobile app in case you have EU server

    5 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. Conditional fields for content library

    Conditional fields for content library

    36 votes

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    13 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Option to Edit the price in Volume Pricing

    • Will allow the user to be able to change the price that is set in volume pricing
    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Ability to change default title for documents created via HubSpot

    Ability to change default title for documents created via HubSpot

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Remove the option to leave a public comment on a form

    Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. Accept and apply discount codes in payment gateways

    accept and apply discount codes (promo codes) in payment gateways

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  20. Allow Product Bundles to be set with recurring pricing

    We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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