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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5388 results found

  1. Set Variable formatting passed from CRM (commas in variables)

    Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    131 votes

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    16 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  2. Witness Signatures: Sign with a witness feature

    82 votes

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    9 comments  ·  Other  ·  Admin →
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  3. filter contacts

    Filter contacts in PandaDoc based on contact info when adding as a recipient

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  4. The ability to transfer the description part of the Pipedrive catalog directly

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Advanced image resizing

    The ability to be very precise adjusting image's size in the PandaDoc Editor 2.0 - specify dimensions, for example

    46 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  6. Default size and font for a field

    The option to set the default size and font for a field so they appear the same.

    52 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  7. Save info from form fields when a PDF is uploaded to PandaDoc

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Import product data from a .csv directly to a document or template.

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Forwarding documents option for API

    Forwarding documents option for API.

    14 votes

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    1 comment  ·  API  ·  Admin →
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  10. Edit uploaded PDFs

    Option to edit uploaded PDF, convert to editable document/template

    301 votes

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    13 comments  ·  Content Editing & Design  ·  Admin →
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  11. Close.io

    Integration with Close.io

    79 votes

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    13 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.

    This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:

    • 👍 Upvote this post (if you haven’t already)
    • 💬 Leave a comment to share your needs
    • 📅 Schedule a quick call with me so we can understand your workflow better

    No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌

  12. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    21 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.

    The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Bulk Send from CRM

    Ability to Bulk Send from CRM

    30 votes

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    6 comments  ·  Integrations  ·  Admin →
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  15. Multiple Stripe accounts per workspace

    33 votes

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    4 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) 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.

  16. auto-refresh editor after clicking 'finish' when sending a document to yourself

    auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. Authentication process for approver

    Authentication procedure for approver (password, etc).

    5 votes

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    1 comment  ·  Approvals  ·  Admin →
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  18. Fields usage reporting

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Document/signature forwarding is allowed to specific recipients

    Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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