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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Advanced formatting for the fillable text field: text formatting in fields

    Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    66 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →

  2. sign in just with Google only

    sign in just with Google only

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]

    route notifications to another person

    8 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →

  4. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns

    Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    11 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  5. creating documents in Pipedrive without pre-assigning recipients from a deal

    ability of creating documents in Pipedrive without pre-assigning recipients from a dea

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. ability to edit margin

    ability to edit margin

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  7. text next to radio buttons

    Ability to have a text field attached next to radio buttons.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  8. Ability to restrict access to certain templates with password.

    Ability to restrict access to certain templates with password.

    17 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →

  9. Report on Pricing Table line items details (like SKU number)

    2 votes

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    0 comments  ·  Documents & Data Management  ·  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!

  10. The ability for a document approver to receive notifications when a document is signed.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  11. word wrap options once added in the radio button field

    word wrap options once added in the radio button field

    9 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →

  12. Wise

    possibility to integrate Wise (payment method) to Pandadoc

    16 votes

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    2 comments  ·  Integrations  ·  Admin →

  13. Recover deleted Templates & Content Library items

    16 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  14. resend sent documents via API

    resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    11 votes

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    2 comments  ·  API  ·  Admin →

  15. Restore Deleted Contacts / Contacts list version history.

    The functionality to restore contacts that have been deleted and undo a contact import.

    18 votes

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    2 comments  ·  Other  ·  Admin →

  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 →

  17. Ability to resize radio buttons

    14 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →

  18. Manually adjust the size of the whole pricing table: Ability to resize pricing table rows

    Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 votes

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    6 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!

  19. Metrics/reporting on individual pages for templates/docs

    metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  20. Include a Version Number in the Document Sequence Number

    Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document

    6 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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