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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. Unique document ID variable

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Approval workflow for the internal document changes

    When a user makes changes to a template, it has to go through an approval workflow first before the template is saved

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. [API - not signing order]send a document to 1 signer first then send the documents to the rest of the signers

    send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. view the actual documents at each stage on audit trail

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. password expiration for users (prompt to make a new one)

    password expiration for users

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. dropdown items linked to a catalog

    ability to choose a catalog item to populate the rest of the info on the slide

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Add gradient design

    ability to add a gradient design to the table

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Option to include the signature certificate within the main document page, rather than as a separate page

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. autoformatting option when editing a template/document

    "I want to highlight everything and have PandaDoc make it look better"

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Hungarian language

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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.

  12. General HR feedback (explain your HR problem here)

    Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. quote builder block for cash, card and finance charges

    Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Link Duplicate Pricing Tables

    Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Show conditional fields based on the variable values

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. [Pricing table] ability for the fee calculations to show up in total.

    [Pricing table] ability for the fee calculations to show up in total.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Ability to merge forms together

    The ability to merge forms together into one form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Adjust the boldness/line thickness of a draw signature

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Adobe PDF

    Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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