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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6819 results found

  1. 21 votes

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  2. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    32 votes

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  3. 1 vote

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  4. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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  5. ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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  6. 2 votes

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  7. Integration with BankID
    https://www.bankid.com/en/

    20 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder


    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.


  9. Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 2 votes

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  12. Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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  14. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    32 votes

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    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!

  15. Difficulties with indentation.

    15 votes

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  16. Ability to justify at the top, middle or bottom alignment in cells

    46 votes

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    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!

  17. When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  18. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  19. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  20. Ability to manually change status of documents on the mobile app.

    9 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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