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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7358 results found

  1. [Administration] sub-workspaces

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Export all tokens

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Skip cover page for page numbering

    Page numbering in PDF starts from the first page, not with the cover page

    18 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    limit which templates / template folders a user can access

    184 votes

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    22 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  5. Pass images from CRMs to documents using tokens/variables

    ability to make images as dynamic field or as a variable

    66 votes

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    14 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. add contacts to multiple workspaces in one go

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    27 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  9. Company Stamp Function

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

    28 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. [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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  11. Pull information across different record types

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 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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  13. Image library: bulk upload feature for images

    82 votes

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

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  15. 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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  16. [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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  17. 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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  18. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. 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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  20. 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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