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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. Move documents across workspaces and keep the statuses

    Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    260 votes

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    37 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Text around fields format to match the length of the info entered

    a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    23 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  4. multiple owners / senders of a document

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. See the document recipients in the email notification

    Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  6. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    6 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. The ability to hide the specific content of the document for a particular recipient

    12 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  8. Payment gateway for Converge Pay processed by Elavon

    Payment gateway for Converge Pay processed by Elavon.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Easier document management for documents sent in bulk

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Text blocks with several columns of text

    14 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. send emails from the Company name

    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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    6 comments  ·  Recipient Experience  ·  Admin →
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  12. Auto-reminders per recipient

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

    24 votes

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    5 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. description font in pricing table

    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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    0 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!

  14. quantity editing for all the pricing table

    enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - 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.

  15. Support SMTP servers

    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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  16. Pass product description from Pipedrive to PandaDoc pricing table

    Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    34 votes

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

    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.

  17. Vertical alignment for cells in a table

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

    48 votes

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    2 comments  ·  Content Editing & Design  ·  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!

  18. Google Forms

    Integration with Google Forms

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Link a document to Organization, People in Pipedrive

    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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    0 comments  ·  Integrations  ·  Admin →
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  20. Signature certificate for the documents completed manually

    Option to generate a signature certificate for the documents completed manually

    14 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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