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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. Rooms: option to arrange folders

    Option to arrange folders in Rooms

    9 votes

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    1 comment  ·  Rooms  ·  Admin →

  2. [Quote Builder]: Hide decimal points in the quote builder

    hide decimals points in the quote builder

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  3. sent document - change document name without editing it

    sent document - change document name without editing it

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  4. E-Sign + ID Proofing

    Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    9 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    ID check

  5. Date fields that automatically mark the date [x] days ahead of the current date or in relation to another date field

    9 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. The ability to archive templates in the workspace

    9 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →

  7. BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!

    Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    9 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →

  8. Option to customize or change the font or font size on fields

    Option to change the font size on fields

    it will allow the user to change the size of fonts on the ifields.

    9 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1

    Many thanks for your time! Have a wonderful day!


  9. custom roles can be approvers in workflows

    allow custom roles be approvers in workflows

    9 votes

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    0 comments  ·  Approvals  ·  Admin →

  10. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    9 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  11. Using Shared Templates to Create Documents in CRM

    Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →

  12. pull the value to variables with Zapier

    pull the value to variables with Zapier

    9 votes

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    0 comments  ·  Integrations  ·  Admin →

  13. Ability to delete a user from all workspaces at once

    The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  14. Description as a separate column

    The option to have a description in pricing table as a separate column

    9 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  15. Pass Recurring fees from Hubspot to PandaDoc

    Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →

  16. Text color and text font transfer from Catalog to Pricing table.

    Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog.

    9 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  17. French localization on EV2

    9 votes

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    Released  ·  1 comment  ·  Admin →

  18. Template: Trash Bin

    Ability to restore templates

    8 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  19. Ability to download a copy of a document with suggested edits showing before approving or rejecting the edits.

    8 votes

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    3 comments  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
    Redlining.

  20. Allow specifying document sender email for API

    A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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