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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7171 results found

  1. Payment Options Mail a Check

    The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  2. to be able to to reply via email to the person who initiated the chat for documents sent via API

    to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  3. Filter API logs by custom date

    It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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    0 comments  ·  API  ·  Admin →
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  4. Have Document Summary on the left hand side panel without the Table of Contents

    Allow the addition of a Document Summary without having the Table of Contents

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Lock the size of a text field to prevent a text from rolling over the field

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Show page numbers in TOC in exported docx file

    Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Edit font family for catalog items Name and Description within Catalog

    Edit font family for catalog items Name and Description within Catalog

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Mobile friendly Forms

    I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  9. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Automated Escalation Process: if the document is not approved in 24h, send the document to another approver

    automated escalation process for the approval of documents

    i.e. if the document is not approved in 24h, send the document to another approver

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  11. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Option to set expiration for link shared with the recipient [Workaround in comments]

    Option to set expiration for link shared with the recipient.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Make text blocks left, right, center aligned

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Ability to see Bulk Send results in Reporting / Data Analytics

    Ability to have Bulk send analytics results.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Change document status to viewed when client opens/checks the doc (not our team member)

    In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Define image block size and block the possibility of other users to resize it

    Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. Sync changes in variable names (Monday to PandaDoc)

    Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  18. Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Tab through table cells / blocks to update block text

    It's be helpful for all user workflow efficiency to be able to "tab" to the next cell in a table to update the text.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Remove "powered by pandadoc"

    Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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