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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Share Folders between Workspaces

    Ability to share whole folder to another workspace

    25 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items

    Have a wonderful day!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  2. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

    Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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    4 comments  ·  Integrations  ·  Admin →

  3. Automations based on Forms

    Automations based on Forms

    24 votes

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    3 comments  ·  Forms  ·  Admin →

  4. change currency in the quote builder

    change currency in the quote builder

    24 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  5. Conditional fields: 'Hide these fields' option along with 'Show these fields'

    The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    24 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Manually adjust the size of the whole pricing table: Ability to resize pricing table rows

    Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 votes

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    6 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  7. Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer

    Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    24 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

  8. Restrict the ability to download uncompleted document [Workaround in comments]

    Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    24 votes

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    7 comments  ·  Recipient Experience  ·  Admin →

  9. Add catalog to mobile app!

    Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    24 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  10. Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    24 votes

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    7 comments  ·  Automations  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

    For more information, please check the link below:

    Debugging and Retries

  11. Horizontal line / separator (block) similar to MS word

    Have a content block for dropping a line in between other blocks

    24 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →

  12. Notification for signed but did not hit the Finish button

    Notification for signed but did not hit the Finish button

    24 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →

  13. catalog sharing across workspaces

    catalog sharing across workspaces

    24 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →

  14. Edit templates and CLI across workspaces

    The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  15. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    24 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →

  16. Add Chinese as a Language

    I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.

    24 votes

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    2 comments  ·  Localization  ·  Admin →
    Not Planned  ·  AdminJoan Nocon (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!

  17. Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)

    Ability to set conditional signers based on document value

    24 votes

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    2 comments  ·  Esign & Notary  ·  Admin →

  18. Change the sender

    Change the document sender to any email without using Send on behalf.

    24 votes

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    2 comments  ·  Other  ·  Admin →

  19. Auto-reminders per recipient

    Be able to set up auto-reminders per signer, not only per document

    24 votes

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    5 comments  ·  Sharing & Collaboration  ·  Admin →

  20. The option to add completed documents as attachments in Hubspot (like in SF).

    Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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    2 comments  ·  Integrations  ·  Admin →
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