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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5374 results found

  1. Skip cover page for page numbering

    Page numbering in PDF starts from the first page, not with the cover page

    19 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    limit which templates / template folders a user can access

    190 votes

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    22 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  3. Pass images from CRMs to documents using tokens/variables

    ability to make images as dynamic field or as a variable

    66 votes

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    14 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. add contacts to multiple workspaces in one go

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    28 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  7. Version history: Display version of edited document in downloaded PDF

    User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Image library: bulk upload feature for images

    85 votes

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    8 comments  ·  Templates & Libraries  ·  Admin →
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  9. ACH payments for Australia accounts in AUD

    6 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  10. placeholder for checkbox field

    Placeholder for checkbox field.

    16 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  12. Save entire page with header/footer in the content library

    66 votes

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    9 comments  ·  Templates & Libraries  ·  Admin →
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  13. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Support Samsung Internet browser (mobile) for recipient's view

    Support Samsung Internet browser (mobile) for recipient's view

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  15. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Show different totals for different product types in a pricing table

    Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Save all the third-party signatures properties

    When a PDF with a third-party signature is uploaded to PandaDoc, this signature loses it's properties and, I assume, legality. So when you download this doc from PandaDoc, you need to re-sign it in a third-party tool, if the PandaDoc signature is not appropriate for you for legal reasons.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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