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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6798 results found

  1. Forms - Variables passed in URL parms

    Pass variables and field data as URL parmaters on the form URL.

    9 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  2. transfer ownership of multiple documents/folder

    transfer ownership of multiple documents/folder

    42 votes

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    3 comments  ·  Documents & Data Management  ·  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!

  3. Approval workflow in forms

    Approval workflow in forms

    31 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  4. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    automate the populations of data for a given contact into multiple forms (or templates) for that contact

    10 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  5. Ability to set text alignment for a field (center or right align)

    Want to have the ability to align the position of the text within the field.
    It needs to work for any text entered by the signer.

    45 votes

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    7 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Custom themes should be available in all of my workspaces

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Create a link to a new draft of a form

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  8. PipeDrive connection

    The option to set up 1 PandaDoc user to several Pipedrive accounts.

    19 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  9. salesforce: select products you want to appear in pricing table from the opp

    SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Pass address fields from Freshsales to Pandadoc

    When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

    Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

    5 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    23 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  13. Multiple lines in variables: insert line breaks in tokens/variables

    insert line breaks in tokens/variables

    10 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. Localization/Recipient view in Polish

    Change the recipient view language to Polish (as was available in within Classic Editor)

    4 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  15. Ability to delete logo

    Ability to delete logo

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Allow upload image as an option for Available initials types.

    It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    8 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Create Contacts with No Email

    Client would like the option to create a contact without an email. Some of their clients do not have emails

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  18. Additional notification settings for recipients

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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