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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2912 results found

  1. Disable / turn off approval notification email sent to approver

    the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Option to create template or document in a different language

    Option to create template or document in a different language

    • Will allow the user to create documents/templates in different languages.
    7 votes

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    2 comments  ·  Localization  ·  Admin →
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  3. Payment required to view the document

    Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  4. block content blocks for recipients during redlining

    block content blocks for recipients during redlining

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. [Automations] Automatically move documents created from a template to a specific folder upon creation (while still on Draft status)

    Option to automatically add Documents created from a Template, into a pre-defined folder upon creation, even while on draft status (vs. existing recipes triggered by status change to Sent or Completed).

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  6. Search by Document & Template ID

    Ability to search for documents and templates by ID.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  7. Salesforce: Manually change document status within Salesforce

    Manually change document status in Salesforce Integration to decline contracts as necessary

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  9. Ability for recipient to circle text, like radio buttons (type of a field)

    Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Hide pricing table column if there is no value once the document is generated.

    Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  11. Setting specific renewal date manually

    It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  12. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Allow first signer to add another recipient on the document to sign

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  14. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  15. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. The ability to center / align all information in the pricing table (QTY, Price, etc).

    Right now, we can only center the text for text columns.

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  17. Items preview in the Content library (change content library item list view)

    Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  18. Renewal Reminders to various recipients

    A feature to reminder for renewals to various recipients will be great!

    7 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Copy block from one document and paste into another document

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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