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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2908 results found

  1. Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)

    As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Define image block size and block the possibility of other users to resize it

    Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Send documents to slack channels

    Proposals to Slack

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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    0 comments  ·  API  ·  Admin →
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  5. Option using zapier to update catalog items

    Option using zapier to update catalog items

    • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. To disable the language selection when creating PD documents via API and embedding an iframe with the document on a website page.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  7. Option to retain the values / info on fields once it is duplicated.

    Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  8. Wordpress

    is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. drag and drop series of checkboxes

    drag and drop series of checkboxes

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    Option to send leaderboard reports via email on a recurring basis.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Add hyperlink into email footer

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Ability to select multiple pricing tables in zapier.

    Ability to select multiple pricing tables in zapier.

    5 votes

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    0 comments  ·  Integrations  ·  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!

  14. Zoom template

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. The ability to change a pricing table image from the document.

    The customer would like to be able to edit pricing table images from the catalog from within the document.

    5 votes

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    0 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!

  16. Ability to show price with discount and extended price

    configure the pricing table, to show price with discount and extended price column.

    5 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. disable email forwarding

    ability to disable document forwarding for public view.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot

    From a customer, "you should be able to put a label on a variable".

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Moving pricing table sections above column names

    Moving pricing table sections above column names

    5 votes

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    0 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!

  20. [Bulk Action] Export and bulk delete documents from a particular template

    Bulk Export and Bulk delete documents of a particular template that have been completed

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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