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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Map Catalog Headers to Pricing Table Columns

    The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    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!

  2. saved message language, how can I change that to Dutch?

    saved message language, how can I change that to Dutch?

    2 votes

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    0 comments  ·  Localization  ·  Admin →

  3. Be able to change the background color of text fields (not text blocks)

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  4. The ability to disable editing fields for recipients if the field has been pre-populated.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. Mobile/Web App will be able to complete a document when there are internet interruptions.

    Mobile/Web App will be able to complete a document when there are internet interruptions.

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →

  6. 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 →

  7. Presentation mode: hide selected pages

    Would like to hide certain pages from presentation mode

    4 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  8. Option to retain the values / info on fields once it is duplicated.

    Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  9. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    50 votes

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    6 comments  ·  Integrations - HubSpot  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  10. The ability to connect the discount percentage in the total section of the pricing table with line item discount.

    For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    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!

  11. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    6 votes

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    3 comments  ·  Recipient Experience  ·  Admin →

  12. Deduction from the Total rather than the SubTotal

    applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    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!

  13. Renewal Reminders to various recipients

    A feature to reminder for renewals to various recipients will be great!

    7 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  14. sending on members' behalf

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  15. Open multiple workspaces all at once in different tabs

    Allow for multiple workspaces to be open at once (on different tabs)

    4 votes

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    1 comment  ·  Usability Improvements  ·  Admin →

  16. The ability to conflicting themes to keep formatting.

    For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  17. Copy Smart content Templates between workspace

    We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    37 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  18. Dropdown of the state postal code abbreviations

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  19. Ability to create and schedule a PandaDoc Notary Session via the API.

    4 votes

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    0 comments  ·  Esign & Notary  ·  Admin →

  20. Use text values in pricing column: add text to the price column in the pricing table

    add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    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!

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