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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Only checked items in Pricing table to be passed to Xero invoice (Zapier)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Page content preview in presentation mode

    An optional preview of the page content down the side of a presentation.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Link existing document for Monday.com Integ

    link an existing document to an item in Monday through the integration?

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, 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.

  4. Ability to make a document private between the creator and the recipient

    Ability to make a document private between the creator and the recipient

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Show that the recipient used password in the Audit trail

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Remove the document creator name in the document

    Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Option to download signed doc as JPEG

    Option to download signed doc as JPEG

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Remove 'Sent' from Version History for Approved Documents

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  9. More page layout options

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Make it easier to open documents in the actual PandaDoc app

    I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!

    4 votes

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    0 comments  ·  Mobile  ·  Admin →
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  11. Alert when the document's name already exist on the account

    system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. More connection between workspaces: Design options, themes, settings shared between workspaces

    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    55 votes

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    9 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this 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.

  13. move a team member from one workspace to another

    move one team member from one workspace to another

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Change expiration date via mobile app

    Customer would like to be able to adjust the expiration date after the doc has been sent via the mobile the same way it can be done via the web app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. No placeholders by default for text fields

    Option to have no placeholder for fillable fields (leave blank)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. In-depth document reporting

    More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. change page type

    Ability to change the page type after the page has been created and items have been added

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Upload Consensus video in PandaDoc

    Have the option to upload videos from Consensus into PandaDoc

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Expiration settings on the sent document

    Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. Add a Suggestion Box

    A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    3 votes

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    1 comment  ·  Other  ·  Admin →
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