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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5367 results found

  1. Automation: Document Sent or Opened, Change Stage

    It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Automation: Send a document based on the selected choice of a recipient from the first document

    Would like the automation to send a document based on the choice that a recipient made on the first document

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  3. Text block restricted by table cell

    Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Have Slack integration with EU Server

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Allow empty value on radio button option

    Allow empty value on radio button option

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Support Grammarly for PandaDoc in Chrome

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  7. [Word import] the Signature string Word feature to convert this signature into a PandaDoc document

    the Signature string Word feature to convert this signature into a PandaDoc document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Conditional smart content for images to populate in pricing tables

    conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Create custom fillable fields

    The ability to create custom fillable fields

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Reporting with all document links

    The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Customize pricing table header

    Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.

    26 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  12. Sync PandaDoc to update properties details in HubSpot

    To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name

    5 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  13. Ability to pick/change colors of fillable fields (customization, branding, etc.)

    This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    25 votes

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    4 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!

  14. Send notifications to users when there are disruptions in service

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Copy and paste fields/variables from one template to a new template

    Option to copy and paste fields/variables from one template to a new template

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Set a default workspace on each Salesforce object

    we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.

    For example,

    Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
    Contract Tab on Account -> Test2 (PandaDoc Workspace)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Option to setup default sequence to all documents

    The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Ability to move documents to another contact in PandaDoc Contacts

    Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Ability to delete recipient uploaded content via Collect Files Field

    The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Copy/paste Smart Content from one template to another

    Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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