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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. move the value of price/amount on the pricing table

    move the value of price/amount on the pricing table

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  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!

  2. Edit font size of signature field [Workaround in comments]

    SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    27 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Disable collaborator button.

    Give option for admins to disable the collaborator button.

    15 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Only checked items in Pricing table to be passed to Xero invoice (Zapier)

    1 vote

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    0 comments  ·  Integrations  ·  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!

  5. Link existing document for Monday.com Integ

    link an existing document to an item in Monday through the integration?

    9 votes

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

    We wanted to share an update regarding the idea. After careful consideration and further analysis, 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.

  6. More connection between workspaces: Design options, themes, settings shared between workspaces

    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    55 votes

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    9 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this 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.

  7. move a team member from one workspace to another

    move one team member from one workspace to another

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. In-depth document reporting

    More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Upload Consensus video in PandaDoc

    Have the option to upload videos from Consensus into PandaDoc

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Localization issues ( Europe )

    language issues (date, position of the € sign).

    5 votes

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    0 comments  ·  Localization  ·  Admin →
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  11. Sort Contacts by Last name In PD contacts

    Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Data storage exclusively in Canada

    Some customer's require storage to be localized exclusively within Canada

    12 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  13. Chat automatically open when document is opened

    Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    6 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  14. optional pricing table

    ability to have a check box to make an entire pricing table optional

    13 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  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!

  15. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    29 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  16. Redirect to the PandaDoc app (full window) when creating a document in Zendesk Sell

    1 vote

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

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  17. Lock content blocks in place: lock 🔐 position without locking restrict editing

    Ability to lock 🔐 block position without locking restrict editing

    23 votes

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    11 comments  ·  Content Editing & Design  ·  Admin →
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    Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

  18. Restrict Duplicating Documents

    Have an option to restrict duplicating of documents.

    9 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Repositioning page numbering in a generated PDF

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Upload CSV/Excel/XLSX as editable content in PandaDoc

    upload csv/excel as an editable content

    74 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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