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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6874 results found

  1. Unique document ID variable

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Approval workflow for the internal document changes

    When a user makes changes to a template, it has to go through an approval workflow first before the template is saved

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. [API - not signing order]send a document to 1 signer first then send the documents to the rest of the signers

    send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. dropdown items linked to a catalog

    ability to choose a catalog item to populate the rest of the info on the slide

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Add gradient design

    ability to add a gradient design to the table

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Option to include the signature certificate within the main document page, rather than as a separate page

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Option to download documents in other formats: TXT

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. PaySimple

    Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Hungarian language

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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.

  11. General HR feedback (explain your HR problem here)

    Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Link Duplicate Pricing Tables

    Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Show conditional fields based on the variable values

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Ability to merge forms together

    The ability to merge forms together into one form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Adobe PDF

    Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Do not add text blocks when uploading a .docx file, but keep document editable

    edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Update close date in Hubspot to reflect the updated Stage to Close Won

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Option to exclude certain templates from the “Change Opportunity Status” Trigger

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Use multiple email addresses for the same contact in bulk send csv

    Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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    0 comments  ·  Other  ·  Admin →
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