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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5388 results found

  1. PandaDoc in Italian

    Italian language for PandaDoc UI.

    25 votes

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    1 comment  ·  Localization  ·  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!

  2. convert pptx file types to editable content

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Increase the document sequence by more than 1

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Ability to sort docs in the Inbox tab

    9 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  6. [Reporting] Reporting based on document tags

    Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    38 votes

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    10 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Integration with Redsys (payments)

    Redsys integration

    5 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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  8. ability to link a custom field in Salesforce to the grand total (document value)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Catalog custom fields are added to pricing table as fees and additional multipliers

    9 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Keep Content Library item settings the same when inserting into Document

    When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  12. App's interface in Spanish (editor itself)

    11 votes

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    1 comment  ·  Localization  ·  Admin →
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  13. The content of the upload field is displayed in the document

    My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    67 votes

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    20 comments  ·  Recipient Experience  ·  Admin →
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  15. Require approval in order to manually change doc status to complete

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    31 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →
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  18. Pass punctuation through into Tokens

    Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Change account timezone within the system

    Have an option to change timezone of the application to AEST.

    93 votes

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    13 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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