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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. An email notification about a doc being updated (=edited and resent)

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Recipient view in Hebrew

    Recipiet view in Hebrew

    22 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  3. To be able to provide placeholders for checkboxes in Zapier. EV2

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Marking the documents that are used in an integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. [Pricing table 2.0] Preserve the column width when it's hidden

    3 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Drawing lines and shapes

    The option to draw lines and shapes (like in Word).

    84 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Molly Abrams 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. doc2doc for different workspaces

    doc2doc for different workspaces

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. For PandaDoc to have an automatic domain verification

    PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  9. Improve drag and drop in EV2

    2 votes

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    Idea  ·  1 comment  ·  Usability Improvements  ·  Admin →
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  10. Undo providing the ability to undo field moves and not just text changes

    3 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  11. Embed HTML into docs

    32 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (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!

  12. The ability to download a document as a Microsoft Excel file (XLS, XLSX)

    15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Pricing Table - set up Default Tax: Tax calculations

    Ability to set up default tax for the pricing table

    50 votes

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    4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Add tag colors for further organization

    The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Customize message in the Send Document box.

    In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. force logging in to the account before the account user could see the contract

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Custom font for docx / word import & export

    Export custom font to docx. Keep custom font after upload / download in word.

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Automatic backup

    Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. Copy / duplicate columns in pricing table

    Duplicate price column in a pricing table.

    6 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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