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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7094 results found

  1. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability to search within the document

    Ability to search within the document

    27 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  3. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    27 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  4. Let the customer select optional items in pricing tables without assigning a field

    I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. Auto number pricing table line items

    Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    27 votes

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    Idea  ·  6 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  7. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

    Quote builder to be available in Make.com, Zapier, Workato

    26 votes

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    5 comments  ·  Automations  ·  Admin →
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  8. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

    It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    26 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  9. hide the discount column automatically if the discount is 0%

    hide the discount column automatically if the discount is 0%

    26 votes

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    4 comments  ·  Automations  ·  Admin →
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  10. Multiple Custom Fonts

    Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.

    26 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Gridlines / Ruler

    Would love a gridline or ruler option to overlay on page to help with lining up text & images

    26 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  12. Edit font size of signature field [Workaround in comments]

    SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    26 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Edit items in dropdown field (option to edit the text in the dropdown item)

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Bulk Send from CRM

    Ability to Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  15. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    26 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  16. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  18. Support for national eID schemes

    Enable signing with My ID, My Bank ID or My Swedish ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    2 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  19. Customize pricing table header

    Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.

    25 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  20. merge workspaces within one account

    merge workspaces within one account
    https://pandadoc.zendesk.com/agent/tickets/388823

    25 votes

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