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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7447 results found

  1. Option to show (and sort by) sent date instead of created date in Document List

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability to enable tracking ID/unique ID for each page of the document

    Tracking IDs on pages make it easier to match specific sections to a version or approval sequence and helps verify the authenticity and integrity of each page, especially when documents are printed, shared offline, or used in litigation.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Allow setting of Email Subject (not just message) for Email Templates

    Allow users to set an email Subject along with the email message for Email Templates

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Batch Document Creation for Multiple Clients via CRM Integration

    Create a separate document for each of multiple clients at once via the CRM integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Automatically open next document awaiting approval after one is approved

    Automatically open the next document waiting for approval after one is approved, to make it faster to go through multiple approvals.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  6. Automate Canceling/Deleting/Expiring Documents from Salesforce with Status Sync to PandaDoc

    Add Salesforce-to-PandaDoc automation triggers that allow Salesforce field changes to automatically update PandaDoc document status

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. full-featured support of Quote Builder via API

    Sehr geehrtes PandaDoc-Team,
    wir nutzen PandaDoc zur automatisierten Angebotserstellung (Trigger aus Pipedrive/n8n, REST-API). Seit Wochen bestehen gravierende Funktionsdefizite, die unsere Angebotsqualität und Conversion direkt schädigen:
    Quote-Builder nicht per API nutzbar
    – Keine programmgesteuerte Erstellung von Angebotspositionen mit Produktbildern
    – Produktkatalog nicht sauber per API abrufbar/zu verknüpfen
    – Folge: Angebote ohne positionsgenaue Bilder, teils graue Platzhalter („grey image placeholder“)
    Fehlende vollständige DE-Lokalisierung
    – Feste Spaltenbezeichner wie „Quantity“/„Price“ in Angeboten und Systemoberflächen
    – Nicht überall über Templates übersetzbar → Vertrauensverlust bei B2B- und Privatkunden
    Instabiles Bild-Rendering via API
    – Bildfelder in Vorlagen werden via API nicht zuverlässig gefüllt; Layout bricht oder zeigt…

    2 votes

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    1 comment  ·  API  ·  Admin →
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  8. [Word Export] Quote builder shows hidden fields in Word export

    Downloaded PDF version of PandaDoc matched what is in PandaDoc, however the word version included fields that were hidden in the quote tool and created a bunch of formatting issues

    https://www.loom.com/share/119f1f7dbc50428fa34367439047a4e7

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. To support additional language, Hebrew

    Currently the Hebrew language is not supported in PandaDoc. As this language is unavailable it has not been possible to implement PandaDOC fully in our region.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Greenhouse integration for Forms

    Utilize Greenhouse integration in PandaDoc Forms too

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Collect fiels field: setup file type

    To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Prevent Admins from Bypassing Approval Workflows

    Ability to prevent admins/managers from bypassing Approval Workflows

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. signing order to be followed when suggest edits are made

    signing order to be followed when suggest edits are made

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  14. Set Home Tab Options for Entire Workspace

    We were wondering if we could customize the Home page’s time period for the entire workspace

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Saved My Signature option on the mobile app

    Ability to use the saved "My Signature" option on the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  16. Update Signing Order once document is sent via API

    when I try using the endpoint and passing in a signing_order I do not see it reflected on the recipient. Being able to change the signing order programmatically is something that is important to us since, per our last call, we have decided that we are going to be hiding the recipients option and building our own custom recipients UI

    2 votes

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    0 comments  ·  API  ·  Admin →
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  17. The ability to easily push design elements full bleed

    1. The ability to easily push design elements full bleed. 2. Also have some sort of 'margins' set for consistent text blocks or other inset elements (like in Canva, i can easily push images to the edge, but I can still set a margin that is visible, and/or text blocks will snap to).
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Option to generate link and will not send the document

    When generating a link, it automatically sends the document, so having an option to generate a link only but not sending it will help

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Share template folder with other workspaces

    Ability to share a template folder with other workspaces

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. To have more then 300 webhooks per workspace

    Currently, it is a limitation of 300 webhooks per workspace. It would be great to increase this number

    2 votes

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    1 comment  ·  API  ·  Admin →
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