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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Change completed doc name from the editor view

    Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Reqiured Hubspot Deal in Document windows

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  3. "Instructions" block (auto-deleted text block)

    Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    6 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  4. label documents as wet signature completed

    label documents as wet signature completed

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Apply borders to uploaded image blocks

    Ability to add borders to the uploaded image.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Automatically approve documents created by the approver

    16 votes

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    3 comments  ·  Approvals  ·  Admin →
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  7. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Add image option in Saved messges

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  9. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  10. Add the ability for admin to have notifications for entire workspace

    Add the ability for admin to have notifications for entire workspace

    11 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Ability to drag/move Support Chat Icon

    Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Privacy disclosure statement or link prior to filling out Embedded doc

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Customize Padding for Several Blocks at Once

    Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    11 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. The ability to paste the bulleted list without duplicating it when you try to adjust the formatting

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Field placeholders outside of text fields

    Move placeholder text outside of the field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Japanese localization

    17 votes

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    1 comment  ·  Localization  ·  Admin →
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  17. [Home] Select period more than 1 year in Home

    Would like to be able to have an option in the Dashboard to see further than 1 year.

    43 votes

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    5 comments  ·  Documents & Data Management  ·  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!

  18. Alerts to Sender when Document is not Viewed/Signed

    Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    32 votes

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    10 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Recipient Draw option / Drawing field

    The option to draw in PandaDoc from the recipient's side.

    14 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    7 comments  ·  Integrations  ·  Admin →
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