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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. Private Contact Option

    Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    11 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Drop-down field to select several options

    Drop-down field with the possibility of selecting several options.

    16 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. Card Details field for Authorize.net

    Card Details field for Authorize.net.

    9 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  4. Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)

    How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    12 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  5. Automatically update the product catalog when the bookkeeping is updated

    We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  6. Content Library management

    When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    13 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.

    Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    19 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  8. Documents via link sharing should only be accessible to the intended recipient

    Documents via link sharing should only be accessible to the intended recipient.

    25 votes

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    Idea  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Report for documents with reminders

    is it possible to have a report which documents have an reminder option on please?

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps

    Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    33 votes

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    6 comments  ·  Other  ·  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!

  11. ability to search for those who have not signer /opened a document yet

    ability to search for those who have not signer /opened a document yet

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Quickbooks Canada

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Auto Response with template

    A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  14. Cell deletion in tables

    Delete a cell in a table (instead of row or column).

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Change opacity of the background of the text

    Customer stated:
    I have an image in the background, and i put a textblock on top of it. I was to make the text block stand out, so I added padding and make the background black. But I want the background of the text to have opacity..

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Java Script in the document

    The option to put Java Script into the document (to create a 3D image for example).

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Create doc/template quick buttons

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Send completed PDF option without notification

    Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. ability to link deal value in Hubspot( variable) with Document value

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Edit the email message when document has been approved

    remove or modify the message "Feel free to send the document now." when a proposal has been approved

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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