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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Expand Hubspot iFrame Window

    Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Global setting: turn off notifications of manual status change

    The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    display fields when downloaded (recipient view) without signature

    31 votes

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    Idea  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Table Design

    Option to only highlight certain lines in a table, not the entire border.

    18 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Ability to backup account data manually

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Email attachments from upload fields to a sender

    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. Let Members view docs in which they are recipients

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. PandaDoc in Ukrainian.

    PandaDoc in Ukrainian.

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  11. Key-based digital signature

    Key-based digital signature for PandaDoc: https://helpx.adobe.com/acrobat/using/certificate-based-signatures.html

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Align page numbers in a header or footer

    24 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  13. Make the Finish button more clear

    Recipients often do not notice the Finish button after signing docs.

    43 votes

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    6 comments  ·  Usability Improvements  ·  Admin →
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  14. Ability to apply Design theme to the blocks where the text was changed manually

    Ability to apply Design theme to the blocks where the text was changed manually

    At this time, if text is manually set in a text block and a theme is applied --> the text associated with the theme will not override the text that was manually set in a text block. This can be a pain for users that have hundreds of templates and CLIs.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Hubspot workflow

    Any plans for Hubspot Workflow?

    51 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  16. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  17. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    108 votes

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    30 comments  ·  Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you for submitting this idea! 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!

  18. [Hubspot] have a date and time stamp within the document itself

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    13 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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