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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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176 results found

  1. 3 votes

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  2. Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.

    2 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  3. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    10 votes

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  4. When a document is completed - add a quarter/year/month tag to it automatically for easier search

    3 votes

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  5. 54 votes

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    8 comments  ·  Automations  ·  Admin →
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  6. 8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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  7. 21 votes

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    Idea  ·  7 comments  ·  Automations  ·  Admin →
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  8. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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  9. Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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  10. It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.

    1 vote

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  11. 1 vote

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  12. We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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  13. Route CRM generated documents into PandaDoc folders

    8 votes

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  14. Ability to schedule when to send a document

    228 votes

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  15. 180 votes

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    We wanted to share an update regarding tokens/variables in saved messages and email. 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.

  16. The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    26 votes

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    4 comments  ·  Automations  ·  Admin →
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    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

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