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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2908 results found

  1. [Quote Builder] Ability to view hidden columns after the document is sent

    Have the ability to view hidden columns of the Quote Builder after the document is sent.

    27 votes

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    8 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. 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.

    27 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Multiple Custom Fonts

    Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.

    27 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Smart content for forms

    27 votes

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    3 comments  ·  Forms  ·  Admin →
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  5. Gridlines / Ruler

    Would love a gridline or ruler option to overlay on page to help with lining up text & images

    27 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  6. Edit font size of signature field [Workaround in comments]

    SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    27 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Edit items in dropdown field (option to edit the text in the dropdown item)

    27 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    27 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  9. Support Quote builder localisation on exported PDFs

    26 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  10. 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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    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!

  11. Greater or Less than logic in smart content

    The option to use > and < when defining Conditional Logic for Smart Content.

    26 votes

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    3 comments  ·  Usability Improvements  ·  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!

  12. See changes made to a document/template in version history

    Highlight the changes made to a document/template in the version history

    26 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Option to switch off "User joined workspace" notification for Admin users

    Option to switch off "User joined workspace" notification for Admin users

    26 votes

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    1 comment  ·  Other  ·  Admin →
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  14. merge workspaces within one account

    merge workspaces within one account
    https://pandadoc.zendesk.com/agent/tickets/388823

    26 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Ability to save smart content/smart content rules (Сontent library for Smart content)

    Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    26 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Approval Workflow auto-reminders

    if an approver doesn't approve a document in a certain amount of time they get an email reminder

    26 votes

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    3 comments  ·  Approvals  ·  Admin →
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  17. UK English language interface

    UK English language interface

    26 votes

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    3 comments  ·  Localization  ·  Admin →
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  18. Edit Approval Workflow without editing doc

    Customer would like to be able to change the approval workflow after sending without editing the document first.

    26 votes

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    3 comments  ·  Approvals  ·  Admin →
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  19. pass line items formatting from hubspot

    pass line items formatting from hubspot

    26 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Ability to invite users into multiple workspaces at once.

    Ability to add multiple users to multiple Workspaces all at once

    26 votes

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    6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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