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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5388 results found

  1. allow payment forwarding after another recipient signs to a user this isnt a recipient

    allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  2. Route CRM generated documents into PandaDoc folders

    Route CRM generated documents into PandaDoc folders

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    20 votes

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    4 comments  ·  Other  ·  Admin →
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  4. Localization: Page numbering in another language

    The option to change the page numbering (in PDF) to another language (Dutch).

    10 votes

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    0 comments  ·  Localization  ·  Admin →
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  5. Deal owner not included as CC

    The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Lock fields when redlining

    After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. pass category field from ZOHO product into pandadoc pricing table

    pass category field from ZOHO product into pandadoc pricing table

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. live web document without having to assign 'Role

    live web document without having to assign 'Role'

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Add Graphs/Charts functionality

    36 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!

  10. accept payment via Paypal subscription

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  11. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Usability Improvements  ·  Admin →
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  12. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. map pricing table footer items to CRM fields

    Make pricing table footer fields available for custom mapping

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    The option to restore signed document after pressing Edit button.

    104 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  15. Larger signatures and Initials within the Fields

    Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    14 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  16. add product Tax on the Deal Products in pipedrive

    ability to add product Tax on the Deal Products level in PD template

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Freshsales Form

    Integration with Freshsales Form.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Antivirus should not trigger document status's to move to viewed.

    Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Required Field Indicator to show what fields are required so you don't have to click through all of them

    6 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  20. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    17 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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