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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3833 results found

  1. Customization for Decline Reasons

    Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    47 votes
    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
    How important is this to you?

  2. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    Ability to add a specific expiration date for several documents at the same time

    36 votes
    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  3. [Reporting] Reporting based on document tags

    Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    35 votes
    Idea  ·  9 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

  4. Customize/select/personalize email messages for multiple recipient/signers

    Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    34 votes
    2 comments  ·  Other  ·  Admin →
    How important is this to you?

  5. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    34 votes
    Idea  ·  6 comments  ·  Forms  ·  Admin →
    How important is this to you?

  6. Sort Forms into different folders

    Folder organization for Forms.

    33 votes
    Idea  ·  6 comments  ·  Forms  ·  Admin →
    How important is this to you?

  7. Conditional approval workflow based on variables

    Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    32 votes
    5 comments  ·  Approvals  ·  Admin →
    How important is this to you?

  8. Format Painter option in PandaDoc

    Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.

    32 votes
    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  9. OCR capabilities

    OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes
    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  10. [Bulk action] Select and edit / update several templates at once

    Bulk edit templates

    31 votes
    Idea  ·  5 comments  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

  11. Multiple Stripe accounts per workspace

    31 votes
    Idea  ·  4 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  12. Working TOC in PDF files: clickable table of contents in PDF

    Working TOC in PDF files (after downloading).

    31 votes
    Idea  ·  0 comments  ·  Other  ·  Admin →
    How important is this to you?

  13. Import Folder to Content Library: upload multiple files to content library

    Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    30 votes
    7 comments  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

  14. Text blocks values move along and expands with the Fields value if added. Dynamic fields.

    move the other placeholders when text fields expand when the multi-line is enabled

    30 votes
    Idea  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  15. Tokens cross-object population for Salesforce

    Tokens cross-object population for Salesforce.

    30 votes
    Idea  ·  1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  16. Ability to integrate PandaDoc with monday.com desktop app

    29 votes
    2 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  17. Disable the option to edit a completed document

    Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    29 votes
    5 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  18. Approval Workflow by Manager after the recipient sign the contract

    Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    29 votes
    Idea  ·  5 comments  ·  Approvals  ·  Admin →
    How important is this to you?

  19. Request for proposal (RFP) / RFP Response Capabilities

    29 votes
    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
    How important is this to you?

  20. Update role variables

    For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    29 votes
    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?
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