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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6100 results found

  1. Ability to sort user, email, and license type in Settings > Team

    Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    14 votes

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    2 comments  ·  Other  ·  Admin →
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  2. QR code for documents

    Custom QR code to our documents for recipients to use.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. content library export

    It would be great to have an option to export my content library

    14 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  4. Show deposit amount on a pricing table

    14 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Mollie / Stripe with iDeal

    Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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    7 comments  ·  Integrations  ·  Admin →
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  6. Notifications for the "collaborator"

    When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    14 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Internal hints, notes within document instead of as comments or in line chat

    It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    14 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  8. [Localization] Variables displayed in other languages

    The customer would like to see variables be able to be displayed in other languages, not just english.

    14 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  9. Change the title of the button “open the document”

    Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    14 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Filter documents by owner

    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Connectwise

    Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Zoho: to pull information from subforms

    Zoho: to pull information from subforms

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  13. Adding multiple pages to Content library at once

    Ability to select multiple pages at once and add them straight away to the CL

    14 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Bulk Send via API

    bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    14 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  15. Danish Localization

    Danish language

    14 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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.

  16. Recipient Draw option / Drawing field

    The option to draw in PandaDoc from the recipient's side.

    14 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. The Draw signature option set by default

    14 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Ability to choose if a signature is to the left, centered, or to the right aligned.

    Ability to choose if a signature is to the left, centered, or to the right.

    14 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. 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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  20. Text blocks with several columns of text

    14 votes

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