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34 results found

  1. Spellchecker: Spell Check in App like Grammarly

    260 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Michael Sproles commented  · 

    Has been requested by many of our users

    Michael Sproles supported this idea  · 

  2. Expiration Date via API

    38 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, 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!

    Michael Sproles supported this idea  · 

  3. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    50 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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!

    Michael Sproles supported this idea  · 

  4. Pass document public URL via Zapier

    47 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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

    Michael Sproles supported this idea  · 

  5. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    79 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    Michael Sproles supported this idea  · 

  6. Dashboard - Create folders button back

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Michael Sproles supported this idea  · 

  7. Warning that text will be cut off in PDF

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Michael Sproles supported this idea  · 

  8. Make the Finish button more clear

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Michael Sproles supported this idea  · 

  9. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    65 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) 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

    Michael Sproles supported this idea  · 

  10. Fields move automatically with text blocks: link fields to blocks

    111 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Michael Sproles supported this idea  · 

  11. Change Document Status Within the Document

    63 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    Michael Sproles supported this idea  · 

  12. Automation that will add collaborators to documents

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Michael Sproles commented  · 

    this would be very useful as we have a renewal team that is creating documents for renewals, but we have to manually add the sales rep as a collaborator so that they can review or edit the document. In our case the sales rep is identified on the deal in Salesforce so we can pass that info to Pandadocs if allowed.

    Michael Sproles supported this idea  · 

  13. Word (docx) Import and Download improvements

    186 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi!

    We have made significant improvements in the docx import and export experience in 2021 and 2022, but aren't currently planning on additional features or improvements in this area 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. create a report from the documents created per recipient

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  15. add collaborator through API while creating a document

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Michael Sproles supported this idea  · 
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    Michael Sproles commented  · 

    this would be very helpful as we typically have multiple people involved in our deals.

  16. Automate Reporting

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Michael Sproles supported this idea  · 

  17. See the Document Record for all workspaces in Salesforce

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Michael Sproles shared this idea  · 

  18. Validation on 'Create Document' button on Salesforce

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Michael Sproles supported this idea  · 

  19. Search cross workspaces for documents

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Michael Sproles supported this idea  · 

  20. More connection between workspaces: Design options, themes, settings shared between workspaces

    45 votes

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    On roadmap  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Michael Sproles supported this idea  · 
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