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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Send Images as Token Data via Zapier

    Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

    11 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Retroactively Attach PDF in Salesforce Opportunity

    Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. add Office 365 as an option to login in the PandaDoc Mobile App

    add Office 365 as an option to login in the PandaDoc Mobile App

    7 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. ability to resize the fields to smaller without hiding the data in pdf

    ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. attachment on a PD doc to be stored separately in Files in SFDC

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Upload multiple files in a single collect files field

    Option to upload multiple files in a single collect files field

    41 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Supporting EXIF metadata

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Create editable documents from a PDF via API

    It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  9. Option to set up field size and width when creating documents from a PDF via API

    Set up field height and width while creating documents from a PDF via API

    11 votes

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    1 comment  ·  API  ·  Admin →
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  10. Customize who receives email notifications

    As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    79 votes

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    10 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Set Placeholder Defualts

    Have the ability to customize the default placeholder value for fields.

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Ability to add variables that are not visible to the recipients but visible to the doc sender and PD members

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Czech Localization

    Offer the PandaDoc application in Czech.

    13 votes

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    2 comments  ·  Localization  ·  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!

  14. Pricing Table Integration: Ability to automatically pull products from data merge as optional

    Pricing Table Integration: Ability to automatically pull products from data merge as optional

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Convert Cover Page to Content Page

    Client would like the ability to convert a cover page to a content page.

    15 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Pre-assign Roles in Zendesk Sell

    Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell

    2 votes

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

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  17. Transfer data from multiple documents to a new document

    The ability to transfer data from multiple documents to a new document.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. AvaTax (Avalara)

    Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Change Default Signature Color

    Would like to change the default signature color for recipients from black to blue

    52 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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. Clickable phone number link ☎️

    Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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