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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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275 results found

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

    Option for deleting multiple pages in a document or template.

    77 votes

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    9 comments  ·  Content Editing & Design  ·  Admin →
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  2. Upload custom font via file upload

    The ability to have custom fonts outside of Google fonts in EV2.

    77 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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  3. Ability for Approvers to Edit During the Document Approval Workflow Process

    I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    76 votes

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    6 comments  ·  Approvals  ·  Admin →
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  4. Watermarking

    Adding a watermark on the pages

    75 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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. Upload CSV/Excel/XLSX as editable content in PandaDoc

    upload csv/excel as an editable content

    73 votes

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    2 comments  ·  Content Editing & Design  ·  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.

    73 votes

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    11 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    70 votes

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    13 comments  ·  Other  ·  Admin →
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  8. Bulk sign: Ability to sign multiple documents at once in the inbox.

    Sign several documents at once.

    70 votes

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    7 comments  ·  Other  ·  Admin →
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  9. 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

    69 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Usability Improvements  ·  Admin →
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  11. 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.

    66 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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  12. delete a workspace or archive a workspace

    delete a workspace or archive a workspace

    66 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

  13. 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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  14. 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

    66 votes

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    15 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  15. Option to define the template which document was created from

    Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    66 votes

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

    ability to make images as dynamic field or as a variable

    66 votes

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    14 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. 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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  18. 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.

    66 votes

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    10 comments  ·  Recipient Experience  ·  Admin →
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  19. Send more than 10 documents in a bundle

    Ability to bundle more than 10 documents in a bundle

    64 votes

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    7 comments  ·  Templates & Libraries  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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.

  20. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    65 votes

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    11 comments  ·  Integrations  ·  Admin →
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