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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. Option to sort the documents by several combinations

    Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Change document status to "In Process" after one of multiple recipients has signed.

    Change document status to "In Process" after one of multiple recipients has signed.

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Option to disable the document forwarded notification for the Sender

    Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Ability to filter documents by the signing order progress.

    Ability to filter documents by the signing order progress.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Dynamically populate data in a pricing table

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  6. Indicator that a document is already being reviewed by somebody in an Approver Group (i.e. to eliminate duplicate work)

    It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.

    We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Copy templates to a the new workspace

    Customer would like the option to be able to copy templates to another workspace.

    22 votes

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    5 comments  ·  Templates & Libraries  ·  Admin →
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  8. margins - entire page or document/template

    margins - option to apply margins across entire page or document/template

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Template Gallery in the EU Domain

    Access to the Template Gallery in the EU domain/server

    13 votes

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    4 comments  ·  Templates & Libraries  ·  Admin →
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  10. Zoho trigger status for expired documents

    Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Keep the formatting when importing Google Doc

    Keep the formatting when importing Google Doc

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Restrict document creator to fill out fields assign to recipients when a document is in Draft

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. Zapier action - create a document in PandaDoc via PDF upload

    create a document in PandaDoc via PDF upload

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. SharePoint integration include Teams not just Sites

    As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. Pull currency symbol into the text column from CRM to PandaDoc

    Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Image autofills the block rather than expand

    Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.

    We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Use role variables to auto-populate information on the document but exclude the recipient from the document

    I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. [Bulk Send] Send via SMS

    We would like to be able to use Bulk Send with the Send via SMS feature.

    24 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. Document bundling: option to mass update documents/templates

    Option to update or edit a template/document and dynamically mass update bundled templates/documents

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  20. [Quote Builder] Transfer data functionality

    Being able to use Quote Builder with Transfer Data functionality.

    16 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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