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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7436 results found

  1. Fields usage reporting

    3 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. PandaDoc add on for Gsuite

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Document/signature forwarding is allowed to specific recipients

    Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. New comment notification icon on documents viewable from the document list

    An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Multiple-page document view format

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. pass fields information from one template to another

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. List documents endpoint

    API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. Stop Stripe from flagging accounts that are initiating payment via API

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  10. Import fonts as a global settings which applies to new templates and documents

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Ability to search within the document

    Ability to search within the document

    28 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  12. Hyperlinks in saved mesages

    26 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  13. Field with currency sumbol

    Special field that will have $ sign predefined.

    Example: you are adding a blank field, put 23 there and it automatically states $23.

    0 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Save a document to folders from within the document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Expand Hubspot iFrame Window

    Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Global setting: turn off notifications of manual status change

    The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Lucidchart

    integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    display fields when downloaded (recipient view) without signature

    32 votes

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    7 comments  ·  Fillable Fields & Variables  ·  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. Table Design

    Option to only highlight certain lines in a table, not the entire border.

    19 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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