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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5388 results found

  1. Products in different languages and currencies with the same SKU in Catalog

    How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    27 votes

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    4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Ability to limit font type options for signatures when recipients choose to type their signature

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Direct native integration with Airtable

    PandaDoc Integration with Airtable

    30 votes

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    2 comments  ·  Integrations  ·  Admin →
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  4. Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.

    Customer's statement:
    Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables

    8 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis

    We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Tagging of PDF's

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Ability to link PD documents to Freshsales deals

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Page number visible in web version

    Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    258 votes

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    17 comments  ·  Content Editing & Design  ·  Admin →
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  10. Text formatting for saved messages

    34 votes

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    6 comments  ·  Documents & Data Management  ·  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!

  11. Turn on signing order as a default setting for the account.

    A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    22 votes

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    4 comments  ·  Other  ·  Admin →
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  12. Place content blocks/Images inside of another Content block

    Ability to lay images or other content blocks within another content block.

    105 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  13. [Bulk action] Select and add CLIs to the document

    The option to add different CLIs at once (select them together and add to the document).

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Edit the Completed document with saving the signature

    The option to edit the Completed document with saving the signature.

    214 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

  15. Upload docs to PandaDoc with the Print feature

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    11 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. "Pay here" custom button

    Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  18. HubSpot product description to be pulled into PandaDoc in a bulleted list

    Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  19. save initials in the account like signatures

    save initials in the account like signatures

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    138 votes

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    16 comments  ·  Sharing & Collaboration  ·  Admin →
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