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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5373 results found

  1. 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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  2. multiple approvers in same approval group

    We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Copying a document from the document page

    Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  5. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  6. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. download signature from the signature field

    download signature only from the document

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. highlighted table cell makes white text invisible

    When you highlight or click into a table cell, it makes white text very hard to see or edit.

    7 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  9. Re-arrange pre-selected smart content within a module.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  10. The ability to turn off the pop-up asking to save the document as template

    Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    7 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  11. 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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  12. Multi-stage Approval Workflow for Approver Group

    Approver A approves the document, only then it goes to Approver B for the final approval

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  13. calculate subtotal for 1 item in pricing table

    calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  15. Greek / French / German bank transfer through Stripe

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  16. Bundles working with Salesforce

    Should be possibility to start a bundle when creating a document bundle from Salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  18. Notify all members of an approval group when the document has been approved.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  19. Restrict downloading a PDF of a Form for recipients

    Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Connect to an account in Salesforce (not opportunity)

    Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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