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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7040 results found

  1. Tokens working in embedded template

    tokens for template embedded

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. disabling all reminders

    disabling all reminders at a time

    18 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  3. Add a checkbox for internal or external on templates

    "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  4. The ability to make the fields on the certain pages required depending on the customer's selection in the pricing table

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Customize PDF name

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Support Loom video embed in documents

    support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    47 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

  7. Any subsequent downloads of that document should be marked with a "COPY" to indicate that it is a copy of the original document.

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    27 votes

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    Idea  ·  8 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. the ability to designate specific templates available to specific objects within Salesforce.

    the ability to designate specific templates available to specific objects within Salesforce.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Restrict users from editing completed docs

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. ACH payment across different payment gateways

    ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  12. Hide some pages from one of the signers / recipients

    Hide some pages from one of the signers

    49 votes

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    7 comments  ·  Recipient Experience  ·  Admin →
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  13. Highlight Text on an uploaded document

    Have the ability to highlight text

    8 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  14. External Collaboration Feature

    External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

    Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Automatic PDF attachment to email within the Bulk Send feature

    Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Word redlining transferred to PandaDoc after the upload

    Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Set recipient name after it's in Sent status

    Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    16 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  20. Automatic notification to check the document before sending it (after it's approved)

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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