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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7694 results found

  1. 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!

  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. PandaDoc desktop app

    PandaDoc desktop app

    9 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  8. 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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  9. Ability to add text blocks to any place on the "content" type page

    Ability to add text blocks to any place on the "content" type page.

    9 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  10. Document link to SalesForce Quote record

    Customer would like to link the document to Quote record in SalesForce

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Automation: Variables in Document Title

    Ability for Variables in Document Title will be supported in automations

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Change payer after sending document

    Customer would like the option to be able to assign or change payer after the document has been sent

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Option for downloaded PDF to have information from the collect files field

    • Downloaded PDF has an active collect file field
    9 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. [Quote Builder]: Hide decimal points in the quote builder

    hide decimals points in the quote builder

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Conditional formulas in Pricing Table

    Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    9 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. pass Pipedrive product image to PD pricing table

    pass Pipedrive product image to PD pricing table similar to PD catalog

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. manually change document status - viewed to paid

    option to manually change document status - viewed to paid

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. eVault

    Integration with eVault solutions

    9 votes

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    1 comment  ·  API  ·  Admin →
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  19. automations: transfer content blocks to another document

    transfer content blocks to another document after document has been completed/signed

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

    Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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