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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7412 results found

  1. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    Include a "Failed Delivery" status if document is sent, but then fails.

    27 votes

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    Idea  ·  14 comments  ·  Documents & Data Management  ·  Admin →
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  2. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. Format Painter option in PandaDoc

    Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.

    33 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  5. PandaDoc delivery email shows who else is on the PandaDoc from within delivery email

    When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. ev2 pricing tables- open entry text field for signers in pricing tables.

    ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Procore

    integration with Procore to create and send documents

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Copy the page from one document to another.

    Copy the page from one document to another.

    17 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Subtotal to be used more than once in the pricing table

    Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Default settings for document forwarding

    Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    9 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Mada Payment (Saudi Arabia)

    Mada Payment (Saudi Arabia)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Track Changes (inline commenting, tracks who made changes and past versions)

    Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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    4 comments  ·  Sharing & Collaboration  ·  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!

  13. Delete Timeline from Dashboard

    The option to delete Timeline on the Dashboard.

    9 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  14. The ability to create custom buttons inside PandaDoc documents.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. MailChimp

    Integration with MailChimp

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Zoho Invoice

    Zoho invoice integration.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Ability to get download links to the documents created via SDK

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. The ability to upload the list of the sent documents

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Permissions for specific documents: Private documents (Password protect documents internally)

    Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    199 votes

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    18 comments  ·  Documents & Data Management  ·  Admin →
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  20. 2 way sync for Close

    2 way sync for Close

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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