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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. Image library: bulk upload feature for images

    81 votes

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

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  3. 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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  4. [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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  5. 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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  6. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. 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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  8. 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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  9. CFR-11

    CFR

    129 votes

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    14 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.

  10. Crop images in Image Block

    58 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. Watermarking

    Adding a watermark on the pages

    73 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!

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

    Disable add a comment button in documents

    39 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!

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

    13 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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