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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.

    Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    23 votes

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    2 comments  ·  Approvals  ·  Admin →
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  2. Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps

    Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    33 votes

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    6 comments  ·  Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  3. Create doc/template quick buttons

    Shortcuts for documents or templates

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. Direct native integration with Airtable

    PandaDoc Integration with Airtable

    30 votes

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    2 comments  ·  Integrations  ·  Admin →
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  5. Ability to link PD documents to Freshsales deals

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Page number visible in web version

    Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    258 votes

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    17 comments  ·  Content Editing & Design  ·  Admin →
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  7. Text formatting for saved messages

    34 votes

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    6 comments  ·  Documents & Data Management  ·  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!

  8. Turn on signing order as a default setting for the account.

    A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    22 votes

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    4 comments  ·  Other  ·  Admin →
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  9. Place content blocks/Images inside of another Content block

    Ability to lay images or other content blocks within another content block.

    105 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  10. Edit the Completed document with saving the signature

    The option to edit the Completed document with saving the signature.

    214 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

  11. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    11 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. save initials in the account like signatures

    save initials in the account like signatures

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    138 votes

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    16 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    20 votes

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    4 comments  ·  Other  ·  Admin →
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  15. Localization: Page numbering in another language

    The option to change the page numbering (in PDF) to another language (Dutch).

    10 votes

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    0 comments  ·  Localization  ·  Admin →
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  16. pass category field from ZOHO product into pandadoc pricing table

    pass category field from ZOHO product into pandadoc pricing table

    5 votes

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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!

  17. Add Graphs/Charts functionality

    36 votes

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    5 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. accept payment via Paypal subscription

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  19. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Usability Improvements  ·  Admin →
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  20. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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