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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Format mirroring

    Automatic formatting mirroring in two columns of the table

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Custom Fonts for each Heading

    Ability to set default font for each heading

    10 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  3. Add print icon at the top menu for recipients to easily see how to print to PDF

    Although the print option is in the ellipsis, it would help with an analog audience to see a print icon at the top menu.
    Recipients need to see how to easily see the ability to print to PDF

    5 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. inline comments to stay highlighted for recipients after sent

    the inline comments to stay highlighted for recipients after sent

    5 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. Metrics/reporting for contract negotiations (redlining). Detailed exportable summary

    Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    8 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  6. drag and drop clients info

    ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    Ability to arrange and set a header and a footer that will be applied for each newly created template.

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. Ability to sort user, email, and license type in Settings > Team

    Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    14 votes

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    2 comments  ·  Other  ·  Admin →
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  9. Ability to assign or change licenses for mass users in bulk

    The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    3 votes

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    0 comments  ·  Other  ·  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!

  10. See which document a duplicate came from

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Option to resize logo

    An ability to resize logo for the recipient's view

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Ability to export items and images from the catalogue into folder

    Ability to export items from the catalogue

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. edit sent documents via mobile app

    edit sent documents via mobile app

    16 votes

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    2 comments  ·  Mobile  ·  Admin →
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  14. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  15. Conditional logic for currencies in Catalog <> Pricing table

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Change the signer in multiple contracts all at once

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. ability to see the line subtotal for 1 product (if there are more in 1)

    ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Download document and present locally without PDF (not to rely on internet for presentations)

    WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. inline comments: comment on a cell, text box, or section

    would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Disable local password for certain email domains

    I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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