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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2929 results found

  1. language issues (date, position of the € sign).

    5 votes

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  2. If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    30 votes

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  3. 3 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. 2 votes

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    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!

    • separate repository in side bar (like Content library)
    • folders within Image library
    194 votes

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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!

  5. Have an option to change timezone of the application to AEST.

    93 votes

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  6. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    3 votes

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  7. ability to print forms

    10 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    2 votes

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  9. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  10. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    43 votes

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    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!

  11. 1 vote

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    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. Have the pricing table tax automate based on a zipcode within the document

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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    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. Ability to remove the grey pic of an image block if the image hasn’t been added in a downloaded PDF

    2 votes

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  14. At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    4 votes

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  15. 21 votes

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  16. Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    2 votes

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  17. 4 votes

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  18. 144 votes

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    34 comments  ·  Other  ·  Admin →
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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  19. Add order in which the recipient would be able to act on fields.

    18 votes

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