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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7365 results found

  1. 38 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. Generate signature certificate even if the document is not completed by all recipients

    38 votes

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

    38 votes

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  4. Conditional fields for content library

    37 votes

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  5. 37 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. Be able to paste images into editor instead of uploading using an image block

    37 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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

    36 votes

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    2 comments  ·  Other  ·  Admin →
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  8. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    36 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. 36 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. 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.

    36 votes

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  11. Possibility to change subtotal/total manually.

    36 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    35 votes

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  13. Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    35 votes

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    9 comments  ·  Other  ·  Admin →
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  14. When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".

    35 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    35 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Approval workflow in forms

    35 votes

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    3 comments  ·  Approvals  ·  Admin →
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    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!

  17. 35 votes

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  18. 35 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  19. 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.

    34 votes

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    5 comments  ·  Approvals  ·  Admin →
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  20. We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    34 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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