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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. export document data

    export document data on waiting for signatures into excel

    14 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →

  2. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  3. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo

    Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    14 votes

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    1 comment  ·  API  ·  Admin →

  4. Ability to resize radio buttons

    14 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →

  5. Replace Source file for specific Page

    Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    14 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  6. Outlook

    Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    14 votes

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    1 comment  ·  Integrations  ·  Admin →

  7. salesforce document title

    Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

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

    You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.

  8. Bundling Documents, not only templates

    Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    14 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  9. 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 →

  10. 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 →

  11. Send a document with $0 value

    Should be possible to send a doc and take a ZERO payment

    14 votes

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    Released  ·  5 comments  ·  Admin →

  12. 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 →

  13. Show deposit amount on a pricing table

    14 votes

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    0 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!

  14. 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 →

  15. 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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    2 comments  ·  Content Editing & Design  ·  Admin →

  16. Duplicate workspaces

    The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    14 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  17. Set up different colors and design for pricing table section headers

    At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    14 votes

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    Released  ·  1 comment  ·  Admin →

  18. 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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    4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  19. Filter documents by owner

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  20. Danish Localization

    Danish language

    14 votes

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    0 comments  ·  Localization  ·  Admin →
    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.

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