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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

  1. Make variables required (forbid sending the document if "required" variables are not filled in

    Make it impossible to send a document if the required variables are not filled in

    20 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Restrict editing prices for catalog items

    Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  3. SF product mapping: Map both flat and % tax amount

    Ability to pass both formats of taxes simultaneously

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Edit Draft In Salesforce Window

    "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. OpenID connect

    Support OpenID connect via Oauth flows.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Customize doc/temp/catalog list view columns

    Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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    Idea  ·  4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. mask payment info from some users

    mask payment info from some users

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. Display all bought add-ons in PandaDoc Billing

    At the moment only the volume based (API, Bulk send, Forms, etc) add-ons are displayed in PandaDoc Settings -> Billing. If the client is on Business plan with renewal add-on, the client won' see it. So the feature request is to be able to see all the add-ons you've bought

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Pay invoices via Billing page in PandaDoc

    At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Compression feature within PandaDoc - reduce size of PDFs

    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.

  11. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    ability to disable Signature Certificate for completed documents

    195 votes

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    23 comments  ·  Other  ·  Admin →
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  12. Automated tags with quarter/year for completed documents

    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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  13. Ability to set Default Role when Inviting new Users

    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.

    10 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Cover Page Duplicate with another name

    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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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Copy of a template to be a different color

    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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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  16. PDF when completed to be sent

    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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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Bulk Send Expiration / Reminder Settings on Template

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

    7 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Include Salesforce opp link in approve notification

    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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  19. Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    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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  20. Ability to track the remaining number of licenses

    detect when a new user is added which consumes a license

    2 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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