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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Search in Documents for "sent by" user

    Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view

    Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  3. Pop-up warning for unresolved inline comments prior sending

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Bill.com

    Ability to connect with Bill.Com

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Option to set workspace sorting to alphabetical

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Bulk sign: Ability to sign multiple documents at once in the inbox.

    Sign several documents at once.

    69 votes

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    7 comments  ·  Other  ·  Admin →
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  7. Editor fields navigation

    Allow to navigate through the fields in document draft/templ

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Option to specify CSV column separator in Workspace settings

    when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Upload file field to save in SFDC

    When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

    Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    12 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  11. Advanced Font Styling

    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. signature and document forwarding in forms

    signature and document forwarding in forms

    15 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  13. Request for proposal (RFP) / RFP Response Capabilities

    28 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  14. Forms workflow: embed form link to the document

    Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  15. Upload a document option directly from contacts tab in EV2

    Upload a document option directly from contacts tab like in EV1

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Change the title of the button “open the document”

    Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    13 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Merge rules for Line Items populated from Hubspot

    Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    34 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  19. Forms improvements

    enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  20. Signature settings for specific documents

    ability to select signature type for specific templates/documents

    42 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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