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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. map pricing table footer items to CRM fields

    Make pricing table footer fields available for custom mapping

    4 votes

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    0 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. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    The option to restore signed document after pressing Edit button.

    104 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  3. Larger signatures and Initials within the Fields

    Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    14 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Antivirus should not trigger document status's to move to viewed.

    Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    17 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. PandaDoc in Italian

    Italian language for PandaDoc UI.

    25 votes

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    1 comment  ·  Localization  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

  7. [Reporting] Reporting based on document tags

    Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    38 votes

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    10 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Catalog custom fields are added to pricing table as fees and additional multipliers

    9 votes

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    0 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!

  9. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    67 votes

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    20 comments  ·  Recipient Experience  ·  Admin →
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  10. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    31 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →
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  11. Change account timezone within the system

    Have an option to change timezone of the application to AEST.

    93 votes

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    13 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Set Variable formatting passed from CRM (commas in variables)

    Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    132 votes

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    16 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  13. Witness Signatures: Sign with a witness feature

    83 votes

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    9 comments  ·  Other  ·  Admin →
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  14. filter contacts

    Filter contacts in PandaDoc based on contact info when adding as a recipient

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  15. The ability to transfer the description part of the Pipedrive catalog directly

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Advanced image resizing

    The ability to be very precise adjusting image's size in the PandaDoc Editor 2.0 - specify dimensions, for example

    46 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  17. Default size and font for a field

    The option to set the default size and font for a field so they appear the same.

    52 votes

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    6 comments  ·  Content Editing & Design  ·  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!

  18. Save info from form fields when a PDF is uploaded to PandaDoc

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Forwarding documents option for API

    Forwarding documents option for API.

    14 votes

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    1 comment  ·  API  ·  Admin →
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  20. Edit uploaded PDFs

    Option to edit uploaded PDF, convert to editable document/template

    302 votes

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    13 comments  ·  Content Editing & Design  ·  Admin →
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