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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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2929 results found

  1. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  2. Any plans for Hubspot Workflow?

    55 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.

  3. Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page

    5 votes

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  4. 6 votes

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  5. The ability to be very precise adjusting image's size in the PandaDoc Editor 2.0 - specify dimensions, for example

    46 votes

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  6. Send reminders for multiple documents at once

    50 votes

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  7. a way to export the custom role permissions into excel file

    3 votes

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  8. 4 votes

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  9. 34 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. Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    22 votes

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  11. 6 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!

  12. 5 votes

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  13. Variable that will type out total cost in words as well as numbers.

    3 votes

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  14. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  15. So like in photoshop, when you hold shift it locks it on the horizontal axis or the vertical axis, so this would help massively when trying to align a check box with two different points. As when your trying to align a check box or any other box it goes a bit crazy with the snapping, it would make it cleaner and much more accurate to align multiple boxes.

    3 votes

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  16. 36 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. Track Changes (inline commenting, tracks who made changes and past versions)

    26 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!

  18. Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails

    5 votes

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    We’ll send you updates on this idea

    1 comment  ·  Other  ·  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!

  19. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    7 votes

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  20. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    10 votes

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