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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7059 results found

  1. Embed document iframe within the editor

    Ability to embed a window within the sow where the client can see the first page or half page of the MSA and sign, they can scroll within the window to see the whole MSA.

    Example of this mock up attached

    2 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  2. Receive results suggest edits email notification before receiving the document to sign email

    Currently, it is expected to receive the documents for the recipients to sign via email before they receive the suggested edits resolved results email. Would like this to be switched so that they receive the results email before they receive the document to sign

    2 votes
    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Pass Pipedrive field values to PandaDoc and vice versa via API

    2 votes
    0 comments  ·  API  ·  Admin →
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  4. Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"

    Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"

    This is confusing to some customer.

    4 votes
    2 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  5. [Upload} Increase File Limit from 10 to more than 10

    Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.

    3 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  6. Rooms: Replace Home Page Template

    Option to replace the Home page in a Room with another template without having to create a new Room from scratch.

    2 votes
    0 comments  ·  Rooms  ·  Admin →
    How important is this to you?

  7. Approval workflow in rooms

    Since we have a Room which allows us to create a secure collaboration space. It will be benefecial to have a general Approval Workflow process within the room before publishing

    3 votes
    0 comments  ·  Approvals  ·  Admin →
    How important is this to you?

  8. PandaDoc notary in Germany

    PandaDoc notary option in Germany

    2 votes
    0 comments  ·  Esign & Notary  ·  Admin →
    How important is this to you?
    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!

  9. Notes for contacts on the Home screen

    Notes per contact to show on Home screen, in client's words:

    I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:

    8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…

    2 votes
    0 comments  ·  Other  ·  Admin →
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  10. Bulk Update: Currency

    Bulk Update document value and currency

    2 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  11. Send Payment Reminder from overview tab

    Have the ability to send a reminder from the overview tab without needing to go to the Payments section.

    1 vote
    0 comments  ·  Usability Improvements  ·  Admin →
    How important is this to you?

  12. Update product images via CSV file that have the same image link but the images have been altered

    Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
    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!

  13. to change the colour of individual text elements in a quote builder

    to change the colour of individual text elements in a quote builder

    For example, to make the ticks green and the crosses red in the description

    3 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  14. Disable certain document delivery options for specific users

    Disable certain document delivery options for specific users, f.e. keep email delivery only for one user

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  15. Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed

    Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary

    3 votes
    2 comments  ·  Automations  ·  Admin →
    How important is this to you?

  16. Send document using 3rd party email

    Ability to send documents using 3rd party email instead of Pandadoc email

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Automations: email sent when document status is "Sent"

    a way to have an email sent any time our "Estimate" document goes to a "Sent" status.

    2 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  18. The ability to search templates from a specific folder only when creating a document from Pipedrive

    The ability to search templates from a specific folder only when creating a document from Pipedrive

    3 votes
    0 comments  ·  Integrations  ·  Admin →
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  19. The ability to switch pages within PandaDoc

    The ability to switch pages within PandaDoc.

    2 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  20. Add link/button redirect to different page within the document

    Have the ability to to add a link or button, that if selected by the signer, they are directed to a different section on a different page

    3 votes
    1 comment  ·  Content Editing & Design  ·  Admin →
    How important is this to you?
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