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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7072 results found

  1. download old version of templates/documents without needing to switch to old version in version history

    download old versions of templates/documents without switching the document/template to its older version via version history

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. replace the PDF source file with API call.

    replace the PDF source file with API call.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Option for Payment window to populate without having to 'Finish' document

    Ability for signers to pay without having to finish document

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  4. Document/signature forwarding without knowing the email of the delegate recipient

    The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Option to download documents in other formats: TXT

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. automations: transfer content blocks to another document

    transfer content blocks to another document after document has been completed/signed

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. Ability to favourite folders and documents and have my "favourites" always at the top of my folders

    I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. disable the ability for the recipient to decline a document

    disable the ability for the recipient to decline a document

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. PaySimple

    Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Add new public API to download a PDF version of a Template

    From the API there is no way to download a PDF format of a Template

    3 votes

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    0 comments  ·  API  ·  Admin →
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  11. Disable latest activity - who has viewed the document

    Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to enable silent flag in Zoho (Notifications)

    Ability to enable silent flag in Zoho (Notifications)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. remove the owner from being copied on every notification for all licenses

    Remove the owner from being copied on every notification for all licenses

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Hungarian language

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  15. Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.

    We are seeing some issues with people sending payment requests with no Payment setting turned on.

    Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  16. General HR feedback (explain your HR problem here)

    Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Option to remove PDF page break to download the page as a whole

    Option to remove PDF page break to download the page as a whole

    15 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. report of recipients who haven’t signed and also who have signed documents

    be able to download a report of recipients who haven’t signed or signed the documents

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Ability to merge document in bundles.

    Ability to merge document in bundles.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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