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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7128 results found

  1. We need to customize the completed document when downloaded it can be with or without footer

    We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. move the value of price/amount on the pricing table

    move the value of price/amount on the pricing table

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Edit font size of signature field [Workaround in comments]

    SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    26 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Disable collaborator button.

    Give option for admins to disable the collaborator button.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Fontawesome icons

    Ability to add the Fontawesome icons to documents/template

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. separate view for company details

    Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Allow reporting to be viewed by all members of team

    Add an option so that all members of the workspace (not just managers) can access reporting.

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Only checked items in Pricing table to be passed to Xero invoice (Zapier)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Page content preview in presentation mode

    An optional preview of the page content down the side of a presentation.

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Link existing document for Monday.com Integ

    link an existing document to an item in Monday through the integration?

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  11. eForms external link

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  12. Ability to make a document private between the creator and the recipient

    Ability to make a document private between the creator and the recipient

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Show that the recipient used password in the Audit trail

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Reduce steps to "Upload New Document" after the first one.

    Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Remove the document creator name in the document

    Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. email with high priority

    Would like to be able to send emails with high priority.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Option to download signed doc as JPEG

    Option to download signed doc as JPEG

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Remove 'Sent' from Version History for Approved Documents

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  19. Singapore Localization

    1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  20. ITAR Compliance

    1 vote

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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