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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    4 votes

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  2. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    8 votes

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    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!

  3. Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    8 votes

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    0 comments  ·  Other  ·  Admin →
  4. When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
    https://share.getcloudapp.com/7Kuq6LDp

    3 votes

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  5. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    3 votes

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    1 comment  ·  Other  ·  Admin →
  6. 4 votes

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    1 comment  ·  Integrations  ·  Admin →
  7. add collaborator through API while creating a document

    12 votes

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  8. Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    13 votes

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  9. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    39 votes

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    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. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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  11. 4 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  12. configure the pricing table, to show price with discount and extended price column.

    5 votes

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  13. 1 vote

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  14. Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to place PandaDoc fields into your document via API using PDF form fields or PDF field tags is already available within the system. You can read more about this here: https://developers.pandadoc.com/reference/new-document 

    Many thanks for your time! Have a wonderful day!


  15. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    32 votes

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  16. ability to disable document forwarding for public view.

    5 votes

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    0 comments  ·  Other  ·  Admin →
  17. From a customer, "you should be able to put a label on a variable".

    5 votes

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  18. Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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  19. 27 votes

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    3 comments  ·  Forms  ·  Admin →
  20. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    16 votes

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    1 comment  ·  Other  ·  Admin →