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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7106 results found

  1. Allow for bank transfer in other currencies/bank accounts

    3 votes

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    0 comments  ·  Localization  ·  Admin →
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  2. Ability for the mobile app to be rotated as per the mobile phone's settings: rotate documents on mobile

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  3. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Use Canva Brand Kit

    I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Decimal places in Document Value

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Have Different ways of page navigation: turn pages instead of scrolling

    The option to have other page navigation options other than scrolling the pages.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  7. Make Cost / Margin visible on PandaDoc mobile app

    Looking to be able to have other PandaDoc collaborators view the margin / cost in the pricing table.
    Currently you cannot view this column in the app.

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. Restrict editing of blocks when Suggest Edits is turned on

    When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. trigger the creation of a subscription in Stripe that is delayed one month

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. convert numbers to words

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. Send document directly from the Hubspot to the customers avoiding Draft option

    It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Disable horizontal scrolling option in mobile view / Limit scrolling sideways on documents in the app.

    The customer wanted to disable scrolling option in mobile view.

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  13. Send as PDF with link to PandaDoc

    Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  14. Change the email of the form signer once the form is completed

    When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.

    https://pandadoc.zendesk.com/agent/tickets/402795

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Send Signature certificate along with the completed document notification

    Option to automate the process of recieving signature certificate after the document is signed.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)

    PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. pull the variables from various boards / objects and use them across the PandaDoc document

    pull the variables from various boards and use them across the PandaDoc document

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. download a template to a .docx from the template list

    Ability to download a .docx of template from the main template list

    3 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  19. Share Catalog with Collaborators

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Ability to automatically pause a subscription

    Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

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