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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Turn on signing order as a default setting for the account.

    A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    21 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  2. Place content blocks/Images inside of another Content block

    Ability to lay images or other content blocks within another content block.

    104 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  3. [Bulk action] Select and add CLIs to the document

    The option to add different CLIs at once (select them together and add to the document).

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Edit the Completed document with saving the signature

    The option to edit the Completed document with saving the signature.

    212 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

  5. Fields move automatically with text blocks: link fields to blocks

    fields stay in place and move with content of text blocks ev2

    136 votes

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    21 comments  ·  Usability Improvements  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  6. Upload docs to PandaDoc with the Print feature

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    10 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. "Pay here" custom button

    Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. HubSpot product description to be pulled into PandaDoc in a bulleted list

    Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  10. Placeholder for a field : Ev2

    Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. save initials in the account like signatures

    save initials in the account like signatures

    11 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Option to test payment on a document using Stripe (sandbox)

    Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

  13. Zapier. Ability to update SF opp amount and products when a pricing in PD changes

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no

    change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Pass formula fields from Freshsales with commas

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    133 votes

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    14 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Description as a separate column

    The option to have a description in pricing table as a separate column (Ev2).

    8 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. "Get Started" button in the bottom right corner

    How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. allow payment forwarding after another recipient signs to a user this isnt a recipient

    allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  20. Route CRM generated documents into PandaDoc folders

    Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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