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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2928 results found

  1. having an option to set up autoreminders for all the documents created by a particular user of the account

    2 votes

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  2. Ability to use the hubspot mobile app with PandaDoc

    17 votes

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  3. Ability to set up SEPA direct debit through PandaDoc

    23 votes

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  4. Automatically put the value from one pricing table in another pricing table

    22 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!

  5. Be able to set a Min/Max on Quantity when it's Editable for Recipients

    7 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!

  6. Option to link a document to a opportunity/deal in Copper

    21 votes

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  7. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  8. Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    7 votes

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  9. Link documents to Zoho CRM from PandaDoc side

    18 votes

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  10. 7 votes

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  11. The option to change the page numbering (in PDF) to another language (Dutch).

    10 votes

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  12. 7 votes

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  13. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    16 votes

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  14. 16 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:

    - Recipient view localization.

    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.

  15. 13 votes

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  16. change orientation for uploaded template

    14 votes

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  17. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Shortcuts for documents or templates

    7 votes

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  19. Duplicate price column in a pricing table.

    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!

  20. Filter contacts in PandaDoc based on contact info when adding as a recipient

    8 votes

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    2 comments  ·  Other  ·  Admin →
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