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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. custom fields in Price Table

    Assign custom fields to columns in the Price Table

    13 votes

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    2 comments  ·  Fillable Fields & Variables  ·  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. Showing PandaDoc profile picture on a document

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Allow other people besides The document owner to receive renewal notification emails

    Allow other people besides The document owner to receive renewal notification emails

    21 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Danish Localization

    Danish language

    14 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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.

  5. Ability to remove header

    Remove header block.

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. hubspot to pull tokens from multiple objects

    Ability to pull tokens from both Deal and Contant records simultaneously

    10 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  7. Dashboard option to track when a customer has signed a contract (multiplesigners involved)

    My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Table headings

    Ability to add a heading to the top of a table.

    16 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  9. pass information from Zoho custom object

    17 votes

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    3 comments  ·  Integrations  ·  Admin →
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  10. Pricing table: quantity as variable

    Allow to map quantity of items to certain variables

    8 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!

  11. Lock pages from being removed from a template

    It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    17 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  12. Resend button

    Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    47 votes

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    5 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Legal Clause Deviation Notification / Reporting

    Customer is interested in having a notification/reporting for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Automatic PDF attachments to emails notifying about a completed eForm

    With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    12 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document

    option to setup a fillable field for date that will auto fill the date that the client opened the link

    17 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Option to send completed pdf copy to one recipient only

    6 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. [Bulk Action] Upload Multiple Images into Document or Template

    21 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  18. Archive documents

    Archive documents

    59 votes

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    9 comments  ·  Other  ·  Admin →
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  19. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    option to send completed documents to a specific email address automatically

    60 votes

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    8 comments  ·  Automations  ·  Admin →
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  20. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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