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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2930 results found

  1. update the close date of an opportunity in Salesforce when a contract is signed.

    when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Saved messages for Approval process: custom notification for approval

    saved messages for Approval process

    10 votes

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    2 comments  ·  Approvals  ·  Admin →
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  3. Smart content block next to another block

    Add a smart content block next to another block, or to a table

    16 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    Ability to see and kick-out any devices logged-in to the PandaDoc account.

    9 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  5. Recover deleted Templates & Content Library items

    16 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Define image block size and block the possibility of other users to resize it

    Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Disable automatic webhook deactivation

    Do not deactivate webhook automatically even if HTTP 4xx client errors occur

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    Forms feature in CRMs

    65 votes

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    12 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there! 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!

  9. Selected filters remain when user returns to the documents tab

    When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. The option to have the status of a deal changed in Fresh CRM once a document changes its status

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Gridlines / Ruler

    Would love a gridline or ruler option to overlay on page to help with lining up text & images

    27 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  12. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Option for the sender to resend the document to the recipient who did not recieve the document

    Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    21 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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  14. Ability to change the header's alignment in quote builder.

    Ability to change the header's alignment in quote builder.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Add catalog to mobile app!

    Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    24 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo

    Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    14 votes

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    1 comment  ·  API  ·  Admin →
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  17. Table of contents: PDF page breaks recognition

    Table of Contents Page Numbering does not align with PDF Proposal generated and shows incorrect numbering

    42 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  18. Bulk send feature for forms similar to the feature for the documents.

    Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Transfer content between accounts: Option to transfer document /template/Library items to other account.

    Option to transfer document /template/Library items to other account.

    10 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Allow first signer to add another recipient on the document to sign

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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