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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7035 results found

  1. A way of marking a completed document as amended

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    143 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  3. App's interface in Spanish (editor itself)

    11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  4. The content of the upload field is displayed in the document

    My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    62 votes

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    18 comments  ·  Recipient Experience  ·  Admin →
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  6. Require approval in order to manually change doc status to complete

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  7. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Tokens cross-object population for Salesforce

    Tokens cross-object population for Salesforce.

    30 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  10. Pass punctuation through into Tokens

    Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Change account timezone within the system

    Have an option to change timezone of the application to AEST.

    86 votes

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    11 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. change recipients like in ev1 for ev2

    4 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  14. Set Variable formatting passed from CRM (commas in variables)

    Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    127 votes

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    15 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  15. Witness Signatures: Sign with a witness feature

    77 votes

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    8 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  16. filter contacts

    Filter contacts in PandaDoc based on contact info when adding as a recipient

    7 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  17. The ability to transfer the description part of the Pipedrive catalog directly

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Expiration Date via API

    The option to set and change expiration date via API.

    44 votes

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    3 comments  ·  API  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  19. Pass product code automatically from Pipedrive

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Advanced image resizing

    The ability to be very precise adjusting image's size in the PandaDoc Editor 2.0 - specify dimensions, for example

    45 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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