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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. Lever

    PandaDoc integration with Lever (HR Recruiting software/CRM)

    19 votes

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    5 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi!

    We wanted to reach out to clarify a recent update — the "Released" status on this idea was added by mistake, and we apologize for any confusion this may have caused.

    Lever integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  2. Adding footnotes

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Format messages (new paragraphs, etc.) for documents sent via API

    While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  4. Recurly

    Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    7 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  5. Web version for mobile

    Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    191 votes

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    19 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  7. Edit template via mobile

    Edit the templates via mobile app.

    13 votes

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    1 comment  ·  Mobile  ·  Admin →
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  8. Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change

    New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    13 votes

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    1 comment  ·  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!

  9. Conditional logic for Payment block

    Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  10. Video Analytics

    Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  11. remove decline option

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Quantity total in a pricing table

    6 votes

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    2 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!

  13. Disable Finish Button

    Disable Finish option (when completing the document).

    13 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  14. Pre-sign template (or a Form): Fill in signature on template level

    Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    272 votes

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    34 comments  ·  Templates & Libraries  ·  Admin →
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  15. Option to rotate pages of a document

    The option to rotate pages.

    109 votes

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    9 comments  ·  Content Editing & Design  ·  Admin →
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  16. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    Include a "Failed Delivery" status if document is sent, but then fails.

    29 votes

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    14 comments  ·  Documents & Data Management  ·  Admin →
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  17. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Format Painter option in PandaDoc

    Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.

    33 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  19. PandaDoc delivery email shows who else is on the PandaDoc from within delivery email

    When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Copy the page from one document to another.

    Copy the page from one document to another.

    17 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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