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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. 20 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!

  2. Payment gateway for Converge Pay processed by Elavon.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. 5 votes

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  4. When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    10 votes

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  5. The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    21 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. Integration with MailChimp

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. 4 votes

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  8. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    23 votes

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  9. 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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  10. 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!

  11. 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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  12. Forwarding documents option for API.

    14 votes

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    1 comment  ·  API  ·  Admin →
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  13. At the moment by hovering it is possible to change only the width

    1 vote

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  14. 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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  15. 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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  16. 8 votes

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  17. 7 votes

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  18. split the pricing table cost into 2 document values

    3 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!

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

    19 votes

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  20. 8 votes

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    1 comment  ·  Integrations  ·  Admin →
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