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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    Ability to add a specific expiration date for several documents at the same time

    43 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  3. Download button

    The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    15 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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  4. Automatically place signature/initial or any field on every page by dropping it once

    Automatically place signature field on every page by dropping it once

    68 votes

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    16 comments  ·  Fillable Fields & Variables  ·  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!

  5. Private Contact Option

    Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    12 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Drop-down field to select several options

    Drop-down field with the possibility of selecting several options.

    19 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Card Details field for Authorize.net

    Card Details field for Authorize.net.

    16 votes

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    4 comments  ·  Quote to Cash  ·  Admin →
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  8. Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)

    How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    16 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  9. 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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  10. 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!

  11. 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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  12. Direct native integration with Airtable

    PandaDoc Integration with Airtable

    30 votes

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

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. 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.

    261 votes

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    17 comments  ·  Content Editing & Design  ·  Admin →
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  15. 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!

  16. 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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  17. 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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  18. Edit the Completed document with saving the signature

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

    215 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. 

  19. 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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  20. 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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