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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. how can I restrict access to adding items in the product catalog without changing the account role

    1 vote

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    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:

    - Custom roles

    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.

  2. QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    2 votes

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  4. Drag radio buttons from one page to another (for options that are one page long each)

    18 votes

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  5. 3 votes

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  6. Conditional fields for API

    Option to use conditional fields in API

    11 votes

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    0 comments  ·  API  ·  Admin →
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  7. We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".

    9 votes

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  8. I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    2 votes

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  9. block content blocks for recipients during redlining

    7 votes

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  10. Import Contacts using CSV file directly to Pandadoc

    18 votes

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    3 comments  ·  Other  ·  Admin →
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  11. This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).

    3 votes

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  12. 2 votes

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  13. Document sequencing in a second workspace works with a shared template from first workspace

    5 votes

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  14. 10 votes

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  15. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    5 votes

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    3 comments  ·  Other  ·  Admin →
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  16. 1 vote

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    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!

  17. 4 votes

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  18. add shipping fees, packaging costs, rental fees, deposits, etc.

    3 votes

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  19. Ability to set document layout for all the uploaded documents.

    9 votes

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  20. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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    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!

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