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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7539 results found

  1. Customization for Decline Reasons

    Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    94 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  2. Expand the dropdown line if its text is too long: Make dropdown display a large amount of text

    13 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Ability to download a receipt as a separate document (PDF)

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    23 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Contract Lifecycle Management (CLM)

    73 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  6. Link to CRM Zoho

    Link documents to Zoho CRM from PandaDoc side

    18 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  7. Export Contacts List

    88 votes

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    4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. default option to make items optional or qty editable in the pricing table

    4 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Signer can re-assign some fields to other people

    There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    30 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Make the upload field contents available to all recipients

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.

    79 votes

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    9 comments  ·  Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding zooming in or out of the document. 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.

  13. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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    Idea  ·  10 comments  ·  Content Editing & Design  ·  Admin →
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  14. Email footer text - Ability to adjust for each member of workspace

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  15. EV2. Border and footer header on all sides

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    142 votes

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    34 comments  ·  Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

  17. Ability to upload PDFs to comments on a document

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Adjust expiration warning timeframe

    Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Support vectors

    Support uploading vector graphic such as logos in eps format.

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. CRM Product fields are passed over tokens/variables

    Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    23 votes

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    Idea  ·  5 comments  ·  Integrations - HubSpot  ·  Admin →
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