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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7571 results found

  1. Option to add folder in the Inbox: move Inbox documents into folders

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Possibility to insert attachments via the document chat

    Possibility to insert attachments via the document chat in any doc status

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. email address can be changed in the Android phone app

    To be able to change the email on account in the app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. Conditional Content Based on Pages

    Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  5. Marked-up approved changes to the doc

    To have suggested approved changes marked-up to double-check them later

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  6. Search by reference number (that is in the signature certificate)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. ability to copy and paste line items

    the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. Re-assign all fields all at once

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. QuickFee

    integration with QuickFee payment solution

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Disable document and signature forwarding by default

    11 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. Create Additional Headings

    Ability to create multiple heading styles in a template

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Table of contents: PDF page breaks recognition

    Table of Contents Page Numbering does not align with PDF Proposal generated and shows incorrect numbering

    41 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!

  13. get rid of the content library panel?

    get rid of the content library panel?

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Pass line items as numbers not array strings to Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. freshsales

    It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Ability to remove Document Reference (Document-Ref) and page numbering

    Ability to disable footer contents (Document Reference and page numbering)

    59 votes

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    8 comments  ·  Content Editing & Design  ·  Admin →
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  17. colorblind mode

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. PDF attachment setting for individual accounts instead of only for the whole workspace

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Pull data from custom HubSpot objects

    7 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Heat Mapping

    I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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