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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    18 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Pull product data from Freshsales to pricing tables

    26 votes

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    3 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) 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!

  3. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document

    Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    16 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Forwarding documents option for API

    Forwarding documents option for API.

    14 votes

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    1 comment  ·  API  ·  Admin →
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  5. Change the height of a drop down field

    At the moment by hovering it is possible to change only the width

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. QQ Email Support

    Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  7. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    22 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Different products from Pipedrive into different pricing tables

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. split the pricing table cost into 2 document values

    split the pricing table cost into 2 document values

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) 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!

  11. Skip cover page for page numbering

    Page numbering in PDF starts from the first page, not with the cover page

    19 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Declined Document Notifications

    notifications should be sent to everyone who was signed/received the document

    9 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Wrike

    Integration with Wrike

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

  15. Video Analytics

    Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  16. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    11 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. save initials in the account like signatures

    save initials in the account like signatures

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Quantity total in a pricing table

    6 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) 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!

  19. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    12 votes

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    3 comments  ·  Integrations  ·  Admin →
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  20. Support SMTP servers

    I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    5 votes

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    0 comments  ·  Other  ·  Admin →
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