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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7152 results found

  1. Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)

    User would like to have the certificate of signature in specific language with local time

    27 votes

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    Idea  ·  6 comments  ·  Localization  ·  Admin →
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  2. Inline comments in templates

    27 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. [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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  7. 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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  8. 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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  9. [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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  10. 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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  11. 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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  12. 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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  13. 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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  14. Place a page break inside a text block

    Allow a user to customize or cut a whole text block on desired segments.

    26 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. 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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  16. 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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  17. Aggregate Document Analytics in Reporting Dashboard

    In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    26 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. 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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  19. 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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  20. 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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