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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5905 results found

  1. Upload Password Protected Files

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Universal Menu Options

    At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    4 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  3. General setting to disable data merge

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Sandbox environment for training purposes

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Create a Video Links Library

    It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Tags For Documents Made From Template/Uploaded

    To have the option to sort documents made from templates or uploaded

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. 2 way sync for Freshsales

    are we able to trigger updates to the deal stage once the pandadoc has been signed?

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Add Shipping Cost as an option in pricing table row

    Ability to add a shipping cost row into the total of the pricing table.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Automatically apply the signature after the customer signs the document in PandaDoc.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Retroactively Attach PDF in Salesforce Opportunity

    Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Supporting EXIF metadata

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Resizing PDF Before Downloading

    An option to resize the PDF version of a document before downloading.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Pricing table total that separately shows total for recurring charges and total for a one-time fee (as in QuoteRoller)

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. transfer signature rights when transferring document ownership

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Export the list of Paid documents.

    Export a list of paid documents with the name, amount and date it was paid.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Ability to reorder document and template folders

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. connect an agreement to a specific Stripe Product

    connect an agreement to a specific Stripe Product

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Remove ''New Form'' document has been completed by all participants email for anyone who has completed a form

    I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  19. Column mapping for pricing tables for other CRMs (now available only for Salesforce)

    Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Recipient view: Slovak

    Hi,
    It seems that Classic editor offered also Slovak language, however current Editor 2.0 does NOT.
    Please add Slovak language also to newer Editor 2.0

    https://support.pandadoc.com/hc/en-us/articles/360003003613--Classic-Editor-Localization
    https://support.pandadoc.com/hc/en-us/articles/360046947533--Editor-2-0-Localization#h_3986e326-3e7f-47f5-840f-ef0446594bd1

    4 votes

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    0 comments  ·  Localization  ·  Admin →
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