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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Bill.com

    Ability to connect with Bill.Com

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Option to set workspace sorting to alphabetical

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Bulk sign: Ability to sign multiple documents at once in the inbox.

    Sign several documents at once.

    75 votes

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    8 comments  ·  Other  ·  Admin →
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  4. Option to specify CSV column separator in Workspace settings

    when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Upload file field to save in SFDC

    When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

    Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    12 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Advanced Font Styling

    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. signature and document forwarding in forms

    signature and document forwarding in forms

    16 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. AI-Powered Request for proposal (RFP) / RFP Response Capabilities

    31 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  10. Forms workflow: embed form link to the document

    Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Change the title of the button “open the document”

    Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    14 votes

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    4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Merge rules for Line Items populated from Hubspot

    Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments

    4 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    35 votes

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    6 comments  ·  Forms  ·  Admin →
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  14. Signature settings for specific documents

    ability to select signature type for specific templates/documents

    43 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  15. More precise error message in HubSpot

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Webhook event for doc completed by all recipients

    Webhook notification: document completed by all the recipients

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Pipeline Deals CRM

    User would like to have an ability to integrate with Pipeline Deals CRM.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Recipients list

    Generate a list (CSV) of the recipients who have completed the proposal.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Signature Pad Compatibility

    Compatibility with external signature pads i.e. topaz signature pad

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email

    When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    56 votes

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    7 comments  ·  Forms  ·  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!

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