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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Add taxes in catalog

    14 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Danish Localization

    Danish language

    14 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  3. Table headings

    Ability to add a heading to the top of a table.

    14 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  4. The Draw signature option set by default

    14 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  5. The option to skip an approver if needed.

    I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    14 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  6. Text blocks with several columns of text

    14 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Share a document link without adding a recipient's email

    My client does not have an email address. Is there any way I can send her a link for her to sign?

    14 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. Dashboard Approval

    Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    14 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  9. Borders for one row in a table

    also how to add borders to only one row in a table. like the header row

    14 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Fields locking for other account's members / Lock field location by content locking

    14 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Download button

    The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    14 votes

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    Idea  ·  3 comments  ·  Recipient Experience  ·  Admin →
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  13. HubSpot product description to be pulled into PandaDoc in a bulleted list

    Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  14. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Larger signatures and Initials within the Fields

    Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    14 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  16. Removing fields when a role is removed or unassigned / remove fields in bulk

    When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Enable and manage approval workflow on the document level

    enable and manage approval workflow on document level instead of having to set this on the template level.

    13 votes

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    2 comments  ·  Approvals  ·  Admin →
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  18. test

    13 votes

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    1 comment  ·  Approvals  ·  Admin →
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  19. Generate Report based on Field/Variable Info

    The ability to create a custom Report using Fillable Field and/or Variable information.

    13 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Ability to customize formula in a pricing table.

    Ability to customize formula in a pricing table.

    13 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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