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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2995 results found

  1. 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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  2. 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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  3. 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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  4. 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!

  5. 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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  6. Forwarding documents option for API

    Forwarding documents option for API.

    14 votes

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

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

    305 votes

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    13 comments  ·  Content Editing & Design  ·  Admin →
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  8. 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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  9. 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!

  10. Bulk Send from CRM

    Ability to Bulk Send from CRM

    30 votes

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    6 comments  ·  Integrations  ·  Admin →
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  11. 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.

  12. 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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  13. 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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  14. 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!

  15. 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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  16. 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.

  17. 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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  18. [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!

  19. Ability to use clickable links as variable values

    33 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!

  20. 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.

    153 votes

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    33 comments  ·  Documents & Data Management  ·  Admin →
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