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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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    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:

    - Recipient view localization.

    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.

  2. 5 votes

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  3. Edit shared via different workspaces files

    5 votes

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  4. At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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  6. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    5 votes

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  8. 5 votes

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  9. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  10. 5 votes

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  11. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    5 votes

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  13. label documents as wet signature completed

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. Ability to add borders to the uploaded image.

    5 votes

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  15. 5 votes

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  16. External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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  17. Add tags to many templates in one click

    5 votes

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  18. 5 votes

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  19. Set multiline text settings for fields in bulk

    5 votes

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  20. two separate documents side by side for editing

    5 votes

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