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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7259 results found

  1. Download Reporting as PDF

    Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Salesforce automation

    we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
    If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. MS word feature [excess text will go on next page]

    MS word feature [excess text will go on next page]

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Guest have admin role

    Have the ability to have guests with admin roles. Such as an IT account that will not create documents

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Automatic recipient language detection

    4 votes

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    1 comment  ·  Localization  ·  Admin →
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  6. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  7. Option to revert the transfer of document ownership

    • Will allow the user to be able to recall / revert the transfer of document ownership
    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Automation: Moving Sent or Completed Documents to a Selected Folder Across Workspaces

    Moving sent or completed documents to a selected folder across workspaces

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Home: change tabs order

    Option to reorder tabs at Home

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Add Approval Workflow to Document In Draft Form (currently, can only do in a template)

    Current process:

    1. Create a new template OR create a template from an existing document and then polish it up
    2. Create document
    3. Realize there is no approval workflow
    4. Convert to template
    5. Add workflow to template
    6. Create document
    7. Delete document that was originally created in Step 2

    As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. See the number of downloaded documents

    We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Restrict folder without changing user role

    Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. option to edit text blocks by recipients

    option to edit text blocks by recipients without redlining

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Change invoice billing currency

    Change invoice billing currency ( Recurly )

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  15. Insert a PDF file inside a content page

    Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Show a document status on the downloaded PDF

    Show a document status on the downloaded PDF

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Version History Log /Report

    Collect Data/Report of Version History log

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Co-Owner Role for documents

    It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Ability to input variables on uploaded PDF

    Ability to input variables whenever an uploaded PDF file in template/document creation.

    4 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Allow recipient to download as .docx

    Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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