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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. Vertical placement of fields

    some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Option to delete a section header in the Pricing table without deleting the rows within the section

    Option to delete a section header in the Pricing table without deleting the rows within the section

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Column mapping for pricing tables for other CRMs (now available only for Salesforce)

    Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    Customize the Forms pop-up message that is visible when accessing a form from a website.

    112 votes

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    15 comments  ·  Forms  ·  Admin →
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  5. Admin License

    Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    11 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Disable expiration time / ability to set no expiration on document [Workaround in comments]

    disable expiration time

    40 votes

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    5 comments  ·  Settings, Workspaces & User Roles  ·  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!

  7. Populate Document Expiration Date Variable before sending

    Be able to see the document expiration date variable filled in document before sending

    11 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)

    User would like to have the certificate of signature in specific language with local time

    28 votes

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    6 comments  ·  Localization  ·  Admin →
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  9. export the custom role permissions into excel file

    a way to export the custom role permissions into excel file

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Recover Deleted Catalogue Items

    Recover Deleted Catalogue Items

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. disable option do not replace (tokens will be displayed) for variables/tokens

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. ability to print forms

    ability to print forms

    10 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. ability to create Stripe products from the Stripe payment integration

    ability to create Stripe products from the Stripe payment integration

    9 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  14. Recipient view: Slovak

    Hi,
    It seems that Classic editor offered also Slovak language, however current Editor 2.0 does NOT.
    Please add Slovak language also to newer Editor 2.0

    https://support.pandadoc.com/hc/en-us/articles/360003003613--Classic-Editor-Localization
    https://support.pandadoc.com/hc/en-us/articles/360046947533--Editor-2-0-Localization#h_3986e326-3e7f-47f5-840f-ef0446594bd1

    4 votes

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    0 comments  ·  Localization  ·  Admin →
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  15. Bill.com

    Ability to connect with Bill.Com

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Option to set workspace sorting to alphabetical

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Bulk sign: Ability to sign multiple documents at once in the inbox.

    Sign several documents at once.

    76 votes

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    8 comments  ·  Other  ·  Admin →
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  18. Upload file field to save in SFDC

    When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

    Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    12 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Advanced Font Styling

    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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