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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. 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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  2. 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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  3. 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!

  4. Hyperlinks in saved mesages

    26 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  5. 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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  6. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  7. 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.

  8. 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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  9. 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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  10. 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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  11. 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.

    25 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. 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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  13. Export a list of all upcoming renewals

    25 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  14. 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!



  15. 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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  16. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    25 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  17. 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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  18. 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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  19. Track Changes (inline commenting, tracks who made changes and past versions)

    Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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    4 comments  ·  Sharing & Collaboration  ·  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!

  20. Documents via link sharing should only be accessible to the intended recipient

    Documents via link sharing should only be accessible to the intended recipient.

    25 votes

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    Idea  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →
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