Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 75 votes

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  2. The option that will allow a user to replace the uploaded PDF with another PDF but leave all the text blocks and fields on the places where they are now.

    67 votes

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  3. There should be an option to add a customisation to the Table of Contents on EV2.

    66 votes

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  4. 66 votes

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    Released  ·  4 comments  ·  Mobile  ·  Admin →

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  5. Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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  6. Share templates and Content Library items in Editor 2.0 by a user

    58 votes

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  7. Ability to link non-draft documents to CRM records.

    56 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  8. I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?

    54 votes

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  9. 53 votes

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    Released  ·  3 comments  ·  Workflow  ·  Admin →

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  10. Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.

    Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.

    53 votes

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  11. system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    48 votes

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  12. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    43 votes

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  13. The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

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    Released  ·  8 comments  ·  Other  ·  Admin →

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  14. Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

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  15. add image to table columns

    43 votes

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  16. 42 votes

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    Released  ·  1 comment  ·  Other  ·  Admin →

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  17. Conditional Approvals feature Parity for EV2

    41 votes

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    2 comments  ·  Workflow  ·  Admin →

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  18. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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  19. 40 votes

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    Released  ·  6 comments  ·  Localization  ·  Admin →

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  20. Make PandaDoc QES compliant

    39 votes

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