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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7431 results found

  1. Set Roles for templates on the account level

    Global Settings: the same Roles for all templates to be created

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Min/max numbers for text field validation (Numbers only)

    Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. export the custom role permissions into excel file

    a way to export the custom role permissions into excel file

    2 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Recover Deleted Catalogue Items

    Recover Deleted Catalogue Items

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. disable option do not replace (tokens will be displayed) for variables/tokens

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. ability to print forms

    ability to print forms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  7. ability to create Stripe products from the Stripe payment integration

    ability to create Stripe products from the Stripe payment integration

    9 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. Recipient view: Slovak

    Hi,
    It seems that Classic editor offered also Slovak language, however current Editor 2.0 does NOT.
    Please add Slovak language also to newer Editor 2.0

    https://support.pandadoc.com/hc/en-us/articles/360003003613--Classic-Editor-Localization
    https://support.pandadoc.com/hc/en-us/articles/360046947533--Editor-2-0-Localization#h_3986e326-3e7f-47f5-840f-ef0446594bd1

    4 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  9. change app language to Indonesian

    change app language to Indonesian

    4 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  10. Export the list of templates per workspace

    export template title list per workspace

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Expand Folder View on the left hand side panel

    Have the option to keep folder section in side panel expanded

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. Bill.com

    Ability to connect with Bill.Com

    11 votes

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

    3 votes

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

    Sign several documents at once.

    70 votes

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    7 comments  ·  Other  ·  Admin →
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  18. 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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  19. 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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  20. 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

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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