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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3803 results found

  1. Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)

    User would like to have the certificate of signature in specific language with local time

    28 votes

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    Idea  ·  6 comments  ·  Localization  ·  Admin →
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  2. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

    Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    28 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  3. Ability to search within the document

    Ability to search within the document

    28 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to search from Dashboard

    Search documents from the dashboard

    28 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  5. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    28 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  6. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    28 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. 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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  8. 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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  9. Smart content for forms

    27 votes

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    3 comments  ·  Forms  ·  Admin →
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  10. 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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  11. Basic Standard/Default Fillable fields: Name, Address, Phone, etc.

    Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    27 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. 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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  13. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  14. More Pricing Table Variable Options

    Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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    Idea  ·  2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Edit items in dropdown field (option to edit the text in the dropdown item)

    27 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Products in different languages and currencies with the same SKU in Catalog

    How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    27 votes

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    Idea  ·  4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  18. 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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  19. UK English language interface

    UK English language interface

    26 votes

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    3 comments  ·  Localization  ·  Admin →
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  20. 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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