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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7634 results found

  1. Scroll-down Block

    Scroll-down small field (to put a lot of text to scroll down).

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Images passed from Salesforce to pricing tables

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Email Signature Block

    Email signature block.

    10 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  4. Significantly speed up document loading speed, decrease clunky processing times

    The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    10 votes

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    Idea  ·  3 comments  ·  Usability Improvements  ·  Admin →
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  5. [Word Import]: When MS Word documents are uploaded to PandaDoc, the fonts mirror the original document settings.

    Keep the fonts after Word file was uploaded into PandaDoc.

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. [Quote builder] Always expand description in downloaded PDF

    The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Ability to create products with images in a quote builder block via API

    9 votes

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    0 comments  ·  API  ·  Admin →
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  8. Rooms: option to arrange folders

    Option to arrange folders in Rooms

    9 votes

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    1 comment  ·  Rooms  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  9. EU Server integration with Zapier

    Offer the option to use Zapier with the EU server

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Instalments: ability to set a flat installment amount

    Ability to set a flat installment amount instead of percentages

    9 votes

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    4 comments  ·  Quote to Cash  ·  Admin →
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  11. AES (Advanced electronic signature)

    9 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  12. Smart Content based on Quote Builder

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Add a hyperlink in a text field

    As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    9 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Encryption and Security of Forms

    Ability to secure forms with passwords/ sms verfications/ email verifications

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  15. Ability to change email background color

    Ability to change the background color of the email received by the recipient

    9 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Installments: custom interval

    Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    9 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  17. Option to bulk create documents via CSV file

    Ability to create document from csv just link in Bulk Sending but not actually sending them out

    9 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  18. PandaDoc desktop app

    PandaDoc desktop app

    9 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  19. Change document status to "In Process" after one of multiple recipients has signed.

    Change document status to "In Process" after one of multiple recipients has signed.

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Ability to rename a Sent document when on viewing mode (opened document)

    Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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