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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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248 results found

  1. Option for deleting multiple pages in a document or template

    Option for deleting multiple pages in a document or template.

    70 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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  2. Bulk sign: Ability to sign multiple documents at once in the inbox.

    Sign several documents at once.

    69 votes

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    7 comments  ·  Other  ·  Admin →
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  3. Watermarking

    Adding a watermark on the pages

    69 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

  4. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    68 votes

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    13 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

  5. Change Document Status Within the Document

    69 votes

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    15 comments  ·  Usability Improvements  ·  Admin →
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  6. Set optional items as required in pricing table (Assign a pricing table to recipient)

    Make the optional items in pricing table required for the customer to choose.

    68 votes

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    9 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Automatically download the attachments when opening the files added to collect files field

    Automatically download the attachments when opening the files added to collect files field

    67 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    67 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →
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  9. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    66 votes

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    16 comments  ·  Documents & Data Management  ·  Admin →
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  10. Save entire page with header/footer in the content library

    66 votes

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    9 comments  ·  Templates & Libraries  ·  Admin →
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  11. Pass images from CRMs to documents using tokens/variables

    ability to make images as dynamic field or as a variable

    65 votes

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    14 comments  ·  Fillable Fields & Variables  ·  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:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    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.

  12. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    Forms feature in CRMs

    64 votes

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    12 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

  13. Payment required to complete the document

    Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    64 votes

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    10 comments  ·  Recipient Experience  ·  Admin →
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  14. Advanced formatting for the fillable text field: text formatting in fields

    Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    63 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  15. Automatically place signature/initial or any field on every page by dropping it once

    Automatically place signature field on every page by dropping it once

    62 votes

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    13 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

  16. Send more than 10 documents in a bundle

    Ability to bundle more than 10 documents in a bundle

    61 votes

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    7 comments  ·  Templates & Libraries  ·  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 this scenario namely:

    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.

  17. Built-in Document Translator: Option to convert the document content to another language

    built-in translator within PandaDoc

    61 votes

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    5 comments  ·  Localization  ·  Admin →
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  18. CSS available in Editor 2.0

    60 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  19. Archive documents

    Archive documents

    59 votes

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    9 comments  ·  Other  ·  Admin →
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  20. Ability to remove Document Reference (Document-Ref) and page numbering

    Ability to disable footer contents (Document Reference and page numbering)

    58 votes

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    8 comments  ·  Content Editing & Design  ·  Admin →
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