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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2993 results found

  1. 227 votes

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    We wanted to share an update regarding the idea. 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.

  2. 32 votes

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  3. Allow users to annotate documents directly with freehand drawing tools, including the ability to draw, circle, highlight, or box specific areas of a document. This would enable users to visually call out, emphasize, or mark up content within a document.

    91 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!

  4. Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    121 votes

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    Not Planned  ·  Katie Hudson responded

    Hi there. Thank you for submitting this idea! 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. 21 votes

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  6. 14 votes

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  7. Allow other people besides The document owner to receive renewal notification emails

    21 votes

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  8. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    228 votes

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  9. translate products in pricing table to another languages

    5 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!

  10. An ability to pull the catalog items data through the variables into the document/pricing table

    8 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. Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. You can send documents to a recipient, and they can set the other recipient names/emails

    3 votes

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  13. notification if the recipient downloads or prints out the document?

    11 votes

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  14. 17 votes

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  15. We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines

    3 votes

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  16. It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
    Thanks

    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!

  17. Document Editing has become miserable in the new update. Not easy to find all of the buttons.

    How do I reassign signing privileges to another individual without deleting the previous signer off?

    Roll back to the old PandaDoc UI / UX because this update is trash.

    2 votes

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  18. 2 votes

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  19. Ability to connect with Bill.Com

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. 11 votes

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