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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    21 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.

    The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 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!

  3. Bulk Send from CRM

    Ability to Bulk Send from CRM

    30 votes

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    6 comments  ·  Integrations  ·  Admin →
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  4. Multiple Stripe accounts per workspace

    33 votes

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    4 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  5. List documents endpoint

    API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    6 votes

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    0 comments  ·  API  ·  Admin →
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  6. Ability to search within the document

    Ability to search within the document

    28 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  7. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    display fields when downloaded (recipient view) without signature

    34 votes

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    8 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!

  8. Table Design

    Option to only highlight certain lines in a table, not the entire border.

    19 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  9. Hubspot workflow

    Any plans for Hubspot Workflow?

    55 votes

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

    We wanted to share an update regarding the 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.

  10. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    12 votes

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    3 comments  ·  Integrations  ·  Admin →
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  11. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    121 votes

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    31 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there. Thank you for submitting this idea! 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!

  12. Ability to use clickable links as variable values

    32 votes

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    6 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!

  13. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    Ability to create new status tiles for document management.

    152 votes

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    32 comments  ·  Documents & Data Management  ·  Admin →
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  14. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Turn off / Change auto page breaks

    25 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. change color of font on recipients end for filling in fields

    change color of font on recipients end for filling in fields

    6 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Letter spacing/kerning customization

    13 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Apply to design / custom font / color for page numbering

    The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).

    46 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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  20. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    19 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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