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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4275 results found

  1. Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps

    Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    29 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
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  2. Add Graphs/Charts functionality

    29 votes

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    Idea  ·  5 comments  ·  Content Editing & Design  ·  Admin →
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  3. Improve updating Auto-numbering of text

    Improve the ability for auto-numbering of document content. For example: contracts with several clauses and sections. The numbering is hard to maintain because if the document is edited, the auto-numbering doesn't update the sequence.

    29 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  4. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    29 votes

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    Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Admin →
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  5. Option to hide unfilled / unpopulated variables during printing or sending the document

    Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    28 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    28 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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  7. Alerts to Sender when Document is not Viewed/Signed

    Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    28 votes

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    Idea  ·  10 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Save custom tokens/variables

    An option to save custom variables / tokens to be used across templates.

    28 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. Preview bulk send before sending

    Preview what one doc would look like before sending via bulk send

    28 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  10. Auto-update content library item once updated in a document/template

    Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    27 votes

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    1 comment  ·  Automations  ·  Admin →
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  11. Add AND conditional approval statements

    Conditional approvals could benefit from the addition of the AND statement.

    27 votes

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    5 comments  ·  Approvals  ·  Admin →
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  12. The ability to change the statuses of the document to any possible status manually.

    27 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  13. 2 way sync with Monday

    2 way sync with Monday

    27 votes

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    3 comments  ·  API, Payments & Integrations  ·  Admin →
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  14. Embed HTML into docs

    27 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  15. Text formatting for saved messages

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  16. Ability to search from Dashboard

    Search documents from the dashboard

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  17. The Signed status in the Actions tab

    The sender should know when a document was signed, not only completed.

    27 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Admin →
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  18. Signer can re-assign some fields to other people

    There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    27 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Completed to paid status manually

    27 votes

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    Idea  ·  7 comments  ·  Documents & Data Management  ·  Admin →
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  20. Merge vertical cells in a table

    26 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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