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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2993 results found

  1. download old version of templates/documents without needing to switch to old version in version history

    download old versions of templates/documents without switching the document/template to its older version via version history

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  2. replace the PDF source file with API call.

    replace the PDF source file with API call.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  3. automations: transfer content blocks to another document

    transfer content blocks to another document after document has been completed/signed

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. disable the ability for the recipient to decline a document

    disable the ability for the recipient to decline a document

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Add new public API to download a PDF version of a Template

    From the API there is no way to download a PDF format of a Template

    5 votes

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    0 comments  ·  API  ·  Admin →
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  6. Hungarian language

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  7. Option to remove PDF page break to download the page as a whole

    Option to remove PDF page break to download the page as a whole

    21 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. report of recipients who haven’t signed and also who have signed documents

    be able to download a report of recipients who haven’t signed or signed the documents

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. multiple renewal reminders

    i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

    It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    28 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  11. Conditional fields for several recipients

    Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    17 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Ability to set up a condition which hides empty pricing table columns.

    Ability to set up a condition which hides empty pricing table columns.

    4 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!

  13. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

    Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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  14. [Pricing table]: show line item fee total in the total

    Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

    5 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!

  15. Apply pricing table number of decimals to calculations also

    At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 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!

  16. Ability to have an auto fill signature button.

    Ability to have an auto fill signature button.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Role for Recipient Approver

    Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    11 votes

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    1 comment  ·  Approvals  ·  Admin →
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  18. Salesforce: product description mapping

    Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Signature block rotation

    The client wants to be able to rotate the signature box so he can put it on the side, vertically

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. add products from Pipedrive to catalog automatically (sync)

    add products from Pipedrive to catalog automatically

    https://pandadoc.zendesk.com/agent/tickets/522217

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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