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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. [UX] Ability to expand edit window for token

    Ability to expand edit window for token

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  3. Pull information across different record types

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Version history: Display version of edited document in downloaded PDF

    User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  5. Image library: bulk upload feature for images

    81 votes

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    8 comments  ·  Templates & Libraries  ·  Admin →
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  6. ACH payments for Australia accounts in AUD

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  7. placeholder for checkbox field

    Placeholder for checkbox field.

    16 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Save entire page with header/footer in the content library

    66 votes

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    9 comments  ·  Templates & Libraries  ·  Admin →
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  10. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Add approval requests to Inbox (including mobile app)

    As an approver or signer I would like to have all action items in one place - in my Inbox. For now I see only CC and To sign items, while for approval items are in my email box only.

    The same applies to the mobile inbox. You can't find a document in the mobile application if you need to approve it. The only way is to find an email with the link which can land in spam or get lost among other emails.

    It also would be great to add a capability to send manual or automated reminders to…

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  12. Support Samsung Internet browser (mobile) for recipient's view

    Support Samsung Internet browser (mobile) for recipient's view

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  13. CFR-11

    CFR

    128 votes

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    13 comments  ·  Security & Compliance  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  14. Crop images in Image Block

    57 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Lister: The "Sent by someone" filter in the Documents tab

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Show different totals for different product types in a pricing table

    Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. 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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  20. 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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