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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6100 results found

  1. Auto fill repeating fields - signature and initials fields

    Auto fill repeating fields - signature and initials fields

    21 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Option to remove PDF page break to download the page as a whole

    Option to remove PDF page break to download the page as a whole

    21 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Ability to create custom automations on the document level

    Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.

    21 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Place a page break block inside a table of contents (TOC): split into pages

    Option to split Table of contents to another page

    21 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. have a PandaDoc documents status show in Monday.com

    have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  6. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  7. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

    Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    21 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Signature Certificate when using initials

    We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Unsend sent document/notification

    I have a quick question, can I re call an email i have sent by panda?

    21 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  10. Direct video uploading

    Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)

    21 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  11. PipeDrive connection

    The option to set up 1 PandaDoc user to several Pipedrive accounts.

    21 votes

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    3 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.

    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.

    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.

    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6

    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.

    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

  12. Notifications about all document changes and updates for all recipients

    Notifications about document updates for all recipients

    21 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Make variables required (forbid sending the document if "required" variables are not filled in

    Make it impossible to send a document if the required variables are not filled in

    21 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Allow other people besides The document owner to receive renewal notification emails

    Allow other people besides The document owner to receive renewal notification emails

    21 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. [Bulk Action] Upload Multiple Images into Document or Template

    21 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  16. Adding more options to branding settings

    21 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  17. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    21 votes

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    Idea  ·  6 comments  ·  Recipient Experience  ·  Admin →
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  18. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    Auto Place fields even without field tags.

    21 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    21 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  20. Set default page size and margin to be applied with the theme

    21 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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