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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. 5 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  2. 9 votes

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  3. Have links present within the PDF before upload remain within the PandaDoc

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →
  4. Bulk Send: Download all completed documents without going to each folder.

    15 votes

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  5. 16 votes

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  6. Edit shared via different workspaces files

    6 votes

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  7. auto-populate images depending on who is sending the document

    3 votes

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    1 comment  ·  Other  ·  Admin →
  8. having an option to set up autoreminders for all the documents created by a particular user of the account

    2 votes

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  9. Hide rows in a pricing table

    18 votes

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    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. 7 votes

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  11. 10 votes

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  12. Delete images in notification emails sent from PandaDoc, such as the company logo image.

    4 votes

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  13. Microsoft 365 integration

    7 votes

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    Released  ·  Alessio Ragni responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview

    https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide

  14. 4 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  15. The ability to edit the pricing table formatting in the template when using the data merge feature

    8 votes

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    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. check mark/color change : if a doc has been downloaded??

    1 vote

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  17. Availability to edit a document after it was sent out and save the changes.

    107 votes

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    Released  ·  Katie Hudson responded

    Hi there! 

    Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!

  18. 31 votes

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  19. At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 votes

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    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. ability to disable chat option in a document

    57 votes

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    Not Planned  ·  Katie Hudson responded

    Hi there. 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!