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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7636 results found

  1. 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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  2. UK English language interface

    UK English language interface

    26 votes

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    3 comments  ·  Localization  ·  Admin →
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  3. pass line items formatting from hubspot

    pass line items formatting from hubspot

    26 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. 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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  5. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    26 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  6. Hyperlinks in saved mesages

    26 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  7. 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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  8. Change title [PandaDoc] Signed copy of "..." to a custom text.

    When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    26 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Pull product data from Freshsales to pricing tables

    26 votes

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

    Enable signing with MitID, Bank ID, or Swiss 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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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  11. Support Quote builder localisation on exported PDFs

    25 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!

  12. Greater or Less than logic in smart content

    The option to use > and < when defining Conditional Logic for Smart Content.

    25 votes

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    3 comments  ·  Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  13. See changes made to a document/template in version history

    Highlight the changes made to a document/template in the version history

    25 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Edit Approval Workflow without editing doc

    Customer would like to be able to change the approval workflow after sending without editing the document first.

    25 votes

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    3 comments  ·  Approvals  ·  Admin →
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  15. Replace unfilled variables with blanks when creating docs via Zapier

    If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Export a list of all upcoming renewals

    25 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  17. Ability unhide / reveal hidden pricing table columns after document completion.

    Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.

    25 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, 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. Email formatting

    Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    25 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  19. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  20. Headers/footers for uploaded pages

    when adding file the page header and footers are not applied. Do you have a solution for this?

    25 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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