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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6655 results found

  1. Export Contacts List

    82 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. default option to make items optional or qty editable in the pricing table

    4 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Signer can re-assign some fields to other people

    There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    27 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Make the upload field contents available to all recipients

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.

    69 votes

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    8 comments  ·  Usability Improvements  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
    We appreciate your understanding.

  7. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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    Idea  ·  10 comments  ·  Content Editing & Design  ·  Admin →
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  8. Email footer text - Ability to adjust for each member of workspace

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  9. EV2. Border and footer header on all sides

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    135 votes

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    29 comments  ·  Other  ·  Admin →
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  11. Ability to upload PDFs to comments on a document

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Adjust expiration warning timeframe

    Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Support vectors

    Support uploading vector graphic such as logos in eps format.

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. CRM Product fields are passed over tokens/variables

    Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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    Idea  ·  5 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Change color of pages

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    129 votes

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    13 comments  ·  Esign & Notary  ·  Admin →
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  18. Images passed from Salesforce to pricing tables

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Payment Gateway - Alipay

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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