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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6956 results found

  1. Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    40 votes

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    4 comments  ·  Other  ·  Admin →
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    Not Planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  2. 190 votes

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    22 comments  ·  Other  ·  Admin →
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  3. When a document is completed - add a quarter/year/month tag to it automatically for easier search

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  4. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    9 votes

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  5. Have a copy of a cover page but with a different name, so it is clear that it can be used not only as a cover page but as a normal page with absolute positioning of the blocks and anywhere in the template.

    1 vote

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  6. When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.

    1 vote

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  7. If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF

    1 vote

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  8. Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    7 votes

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  9. Include the link to related to the document Salesforce notification in approval email.

    4 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  10. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  11. detect when a new user is added which consumes a license

    2 votes

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  12. The possibility to add only sequence number to the document without required sequence name.

    6 votes

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  13. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    15 votes

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  14. 7 votes

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  15. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. I get complaints from our branding department, that the PandaDoc PDF's are saved in cmyk in stead of rgb.
    Which means the colors don't match with our other documents and website

    1 vote

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  17. RESCO CRM

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. 328 votes

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  19. 6 votes

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  20. Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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