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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7352 results found

  1. Field placeholders outside of text fields

    Move placeholder text outside of the field

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Assign date to Signatures

    Assign specific dates from which the recipients may sign the document

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Japanese localization

    15 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  4. [Home] Select period more than 1 year in Home

    Would like to be able to have an option in the Dashboard to see further than 1 year.

    43 votes

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    5 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!

  5. Alerts to Sender when Document is not Viewed/Signed

    Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    31 votes

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    10 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. [Upload] PDF over 500 pages

    Upload PDF files that contain over 500 pages

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Recipient Draw option / Drawing field

    The option to draw in PandaDoc from the recipient's side.

    11 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  9. The ability to create a workflow which would inform the client who create document from PandaDoc in Hubspot about the comments left in the c

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Send documents with unassigned fields: No need to assign fields

    to be able to send the document even with unassigned fields.

    67 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

  11. Questionnaire as public template

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Software (offline) version of PandaDoc

    Can i download a software from pandadoc instead of doing everything on the website?

    (offline signing)

    45 votes

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    8 comments  ·  Usability Improvements  ·  Admin →
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  13. Audio Clip Upload

    Ability to upload audio files like mp4 to PandaDoc documents

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  14. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  15. Tracking documents sent on behalf of

    I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. CC'd team member with "Member" role is able to edit the document

    PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Show user's (not all the workspace's) documents in dashboard by default

    When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Forwarding to recipients that are already CC'd

    7 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  19. Ability to delete not empty folders

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Make the Document Value Required option

    Make the Document Value Required to fill out instead of it being option

    1 vote

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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