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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7073 results found

  1. PDF upload - Create document/template

    Ability for PandaDoc to automatically fix formatting and design of uploaded PDF file

    1 vote
    0 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  2. Automatically fill a date field once the approval workflow has been completed

    Automatically fill a date field once the approval workflow has been completed

    2 votes
    0 comments  ·  Approvals  ·  Admin →
    How important is this to you?

  3. Zapier: Ability to extract recipient's attachments

    Ability to extract recipient's attachments via Zapier.

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  4. Restrict the quote builder to only allow the addition of products with a flat fee

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  5. Automatic recipient language detection

    4 votes
    1 comment  ·  Localization  ·  Admin →
    How important is this to you?

  6. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    4 votes
    1 comment  ·  Automations  ·  Admin →
    How important is this to you?

  7. Manually export JSON

    Could you also make feature requests for ways to see agreements not linked to salesforce and also ways to manually export the JSON related to the agreement our data team would love to use the date in the custom object to see discrepancies between what the customer actually signed and what was listed in the opp. They can auto-process that custom object.

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  8. Restrict removing the approval for Manager role; allow only Admins to do this

    restrict removing the approval fro manager, only admin can do that

    1 vote
    0 comments  ·  Approvals  ·  Admin →
    How important is this to you?

  9. Search bar for templates for the Google Workspace Add-On

    The ability to search for a specific template when using the Google Workspace add-on. At the moment, it only displays the most recent templates and there is no way to search for older ones.

    Workaround: 'Refresh' the template by making slight changes to it or duplicating it to be on top of the list.

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  10. duplicate conditional fields with rules

    duplicate conditional fields with rules across all pages

    2 votes
    1 comment  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  11. Ability to extend the expiration date for the document recipient links.

    Ability to extend the expiration date for the document recipient links.

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  12. Send a document to yourself

    At the moment, when you attempt to send a document with assigned fields to yourself, the system offers the "Finish" option immediately instead of sending the document. It would be great to avoid this option and send a document to your email address.

    1 vote
    0 comments  ·  Other  ·  Admin →
    How important is this to you?

  13. show the VAT (value added tax) and the gross before tax/vat in Quote Builder

    It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    11 votes
    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  14. Have each signature individually drawn out by a recipient

    have each signature individually drawn out rather than just one signature that is applies to each signature line

    1 vote
    0 comments  ·  Recipient Experience  ·  Admin →
    How important is this to you?

  15. Option to revert the transfer of document ownership

    • Will allow the user to be able to recall / revert the transfer of document ownership
    4 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  16. Ability to scan template layouts

    ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates

    2 votes
    0 comments  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

  17. Drag both signature and date together (same time)

    Would like the ability to add the signature and date at the same time

    2 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  18. Ability to send documents with unresolved suggestions.

    Ability to send documents with unresolved suggestions.

    3 votes
    0 comments  ·  Other  ·  Admin →
    How important is this to you?

  19. Transfer data from a pricing table to the quote builder block

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  20. [Bulk Action] Catalog: Update or change the price for multiple items

    update or change the price in bulk in the catalog

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
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