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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Save all the third-party signatures properties

    When a PDF with a third-party signature is uploaded to PandaDoc, this signature loses it's properties and, I assume, legality. So when you download this doc from PandaDoc, you need to re-sign it in a third-party tool, if the PandaDoc signature is not appropriate for you for legal reasons.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Watermarking

    Adding a watermark on the pages

    69 votes

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    5 comments  ·  Content Editing & Design  ·  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!

  5. Disable inline commenting (add a comment button) option

    Disable add a comment button in documents

    37 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  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!

  6. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts

    12 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  7. Protected PDF's from API download

    When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  8. Loxo CRM

    Integration with Loxo CRM

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. PDF. Ability to remove underlines for hyperlinks in downloaded documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Recipient: Signature field options

    • Add the ability to set different from black signature color.
    18 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. Russian localization

    PandaDoc localization in Russian.

    12 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  12. Signed document: Copy of signed document sent out to all recipients

    example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  13. Notification if the document is deleted

    A way to get emailed if a documented is deleted.

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Let the customer select optional items in pricing tables without assigning a field

    I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. PandaDoc Style settings are applied to the text copied from another source

    Expand Text formatting options:
    - Don't transfer text formatting when the text is copied from an external resource
    - PandaDoc Style settings are applied to the text copied from another source

    12 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  17. Auto number pricing table line items

    Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    25 votes

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    Idea  ·  6 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    273 votes

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    49 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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