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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. 5 votes

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  2. 14 votes

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  3. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    21 votes

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  4. Be able to set up auto-reminders per signer, not only per document

    24 votes

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  5. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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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!

  6. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    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:

    - Section quantity in Quote Builder

    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.

  7. I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    34 votes

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

  9. Ability to justify at the top, middle or bottom alignment in cells

    48 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. Integration with Google Forms

    8 votes

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  11. well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    8 votes

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  12. Option to generate a signature certificate for the documents completed manually

    14 votes

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  13. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    43 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!

  14. Warn document creators that information required by them for fields is missing when sending documents.

    9 votes

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  15. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    28 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!

  16. Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    30 votes

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    3 comments  ·  Approvals  ·  Admin →
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  17. The ability to have custom fonts outside of Google fonts

    80 votes

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  18. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    13 votes

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  19. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    15 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Integration with Capsule CRM

    10 votes

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