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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5992 results found

  1. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    28 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  2. Company Stamp Function

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

    28 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. [Quote Builder] Ability to view hidden columns after the document is sent

    Have the ability to view hidden columns of the Quote Builder after the document is sent.

    27 votes

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    8 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. 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.

    27 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  5. 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.

    27 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Smart content for forms

    27 votes

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    3 comments  ·  Forms  ·  Admin →
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  7. Gridlines / Ruler

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

    27 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. Basic Standard/Default Fillable fields: Name, Address, Phone, etc.

    Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    27 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Edit font size of signature field [Workaround in comments]

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

    27 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  11. More Pricing Table Variable Options

    Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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    Idea  ·  2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Edit items in dropdown field (option to edit the text in the dropdown item)

    27 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    27 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  14. [Workspaces] Sync or copy contacts from one workspace to another

    Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    27 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Products in different languages and currencies with the same SKU in Catalog

    How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    27 votes

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    Idea  ·  4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. 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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  17. Support Quote builder localisation on exported PDFs

    26 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (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!

  18. 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.

    26 votes

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

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

    26 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Ability to save smart content/smart content rules (Сontent library for Smart content)

    Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    26 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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