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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. The ability to create a workflow which would inform the client who create document from PandaDoc in Hubspot about the comments left in the c

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Send documents with unassigned fields: No need to assign fields

    to be able to send the document even with unassigned fields.

    68 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

  3. Software (offline) version of PandaDoc

    Can i download a software from pandadoc instead of doing everything on the website?

    (offline signing)

    51 votes

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    8 comments  ·  Usability Improvements  ·  Admin →
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  4. Audio Clip Upload

    Ability to upload audio files like mp4 to PandaDoc documents

    6 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  5. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    0 comments  ·  Localization  ·  Admin →
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  6. Tracking documents sent on behalf of

    I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. CC'd team member with "Member" role is able to edit the document

    PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Forwarding to recipients that are already CC'd

    7 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  9. Ability to delete not empty folders

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Make the Document Value Required option

    Make the Document Value Required to fill out instead of it being option

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    10 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Microsoft Power Bi

    Integration with Microsoft Power Bi

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    18 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Send the document automatically after approval

    Automatically send the document once it is approved.

    107 votes

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    19 comments  ·  Approvals  ·  Admin →
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    On Roadmap  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  15. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Recipient view: Turkish

    9 votes

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    1 comment  ·  Localization  ·  Admin →
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  17. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    18 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Mass export variables

    Ability to mass export variables list from the document or the template.

    19 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Allowing the recipients to edit the document.

    13 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  20. Save custom tokens/variables

    An option to save custom variables / tokens to be used across templates.

    33 votes

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    1 comment  ·  Fillable Fields & Variables  ·  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!

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