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243 results found

  1. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    170 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  2. Update font type/size without having to use a theme.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  3. Create document folders for each contact (client) in bulk

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    For example, the PD user has hundreds of clients and would like a folder for each client.

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  4. The ability to center / align all information in the pricing table (QTY, Price, etc).

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    Also, the ability to center the information in the middle of the cell.

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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    To be more specific -- certain columns allow for editing of the alignment of the information, and others do not. It can make the pricing table look unorganized.

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  5. The ability to have the headers in the pricing table show be vertical and not horizontal.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  6. Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    To be more specific -- for someone who is not on the PandaDoc account and is not a recipient on the document. Right now, the document cannot be downloaded while in suggest edits mode -- until the suggested edits are taken care of.

  7. The ability to see which recipients have viewed a particular document, and which have not.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  8. The ability to download a PDF of a document without fields/content blocks.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  9. The ability to be connected to multiple PandaDoc workspaces in Hubspot.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  10. Ability to turn off specific notification emails sent to recipients.

    114 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    For example -- the ability for a CC'd recipient to get only the document completed email.

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  11. The ability to change the price for an item in the pricing table without having to unhide the pricing column.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  12. Export Field Data into CSV or Excel file

    125 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for your continued interest and feedback on this idea. 

    The status of this idea is currently unchanged as our team carefully reviews and assesses its feasibility. While it is looking more likely to be added to our roadmap, we cannot make any guarantees at this time. We appreciate your patience and will provide another update as soon as we have more information to share.

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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    To be more specific -- the ability to download a list of the manually entered information for the custom fields.

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  13. The ability to disable editing fields for recipients if the field has been pre-populated.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  14. Auto-update all documents and templates when a default theme in a workspace is changed.

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  15. The ability to connect the discount percentage in the total section of the pricing table with line item discount.

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  16. PayPal -- a more clear message that shows customers can pay via PayPal or CC details.

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  17. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  18. Upload variables automatically from .docx file like with the PDF

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  19. Import complex MS Word features such as SmartArt, shapes, comments, and notes to maintain the integrity of the original documents.

    190 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  20. Correct issues with the improper paragraph and line spacing after MS Word documents have been imported into PandaDoc.

    191 votes

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    3 comments  ·  Ideas to Improve PandaDoc » 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!

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