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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7328 results found

  1. Option to have a recipient to sign the document and forward it to another signer with saved field values

    Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    47 votes

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    9 comments  ·  Recipient Experience  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

  2. Vertical alignment for cells in a table

    Ability to justify at the top, middle or bottom alignment in cells

    47 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  3. Resend button

    Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    46 votes

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    5 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Dropdown in the pricing table

    Option to use dropdown in the pricing table

    46 votes

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    4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Link/unlink documents to/from Contacts and Company objects in Hubspot

    45 votes

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    8 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Customers / recipients can edit variables

    The ability for the recipients to edit variables.

    45 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Pricing Table (Quote Builder): Input negative quantity / value.

    ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    45 votes

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    Solution Exists  ·  10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Expiration Date via API

    The option to set and change expiration date via API.

    45 votes

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    3 comments  ·  API  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, 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. Advanced image resizing

    The ability to be very precise adjusting image's size in the PandaDoc Editor 2.0 - specify dimensions, for example

    45 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  10. 2 way sync Zoho

    2 way sync with Zoho CRM

    45 votes

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    6 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  11. End users can not re-start a form if there’s an existing open document for that form.

    Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    Prevent a customer from submitting multiple Form entries using the same email address

    44 votes

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    5 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

  12. Preview document before sending

    44 votes

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    11 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  13. transfer ownership of multiple documents/folder

    transfer ownership of multiple documents/folder

    44 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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. Software (offline) version of PandaDoc

    Can i download a software from pandadoc instead of doing everything on the website?

    (offline signing)

    45 votes

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    8 comments  ·  Usability Improvements  ·  Admin →
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  15. Signature settings for specific documents

    ability to select signature type for specific templates/documents

    43 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  16. Apply to design / custom font / color for page numbering

    The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).

    43 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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  17. [Bulk action] Change Status of Multiple Documents at Once

    Be able to change the status of multiple documents at once.

    43 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    43 votes

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    4 comments  ·  Integrations  ·  Admin →
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  19. Fonts for signatures - Set Default font option or Add Font for Signature Field

    Fonts for signatures - Set Default font option or Add Font for Signature Field

    42 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    42 votes

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    6 comments  ·  Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

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