Skip to content

Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

129 results found

  1. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  0 comments  ·  Integrations  ·  Admin →
  2. Webhooks for EV2 Workspace

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  0 comments  ·  Integrations  ·  Admin →
  3. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  0 comments  ·  Integrations  ·  Admin →
  4. ev2- Salesmate integration

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. 4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  6. The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 


    To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.


  7. PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  8. Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  0 comments  ·  Integrations  ·  Admin →
  9. 0 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.

1 2 3 4 5 7 Next →
  • Don't see your idea?