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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2995 results found

  1. Integration with Wrike

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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    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.

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

    11 votes

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  4. save initials in the account like signatures

    11 votes

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  5. 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!

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

    12 votes

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  7. 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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  8. 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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  9. Ability to use the hubspot mobile app with PandaDoc

    17 votes

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  10. Ability to set up SEPA direct debit through PandaDoc

    23 votes

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  11. 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!

  12. 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!

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

    21 votes

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  14. 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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  15. Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    7 votes

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  16. Link documents to Zoho CRM from PandaDoc side

    18 votes

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  17. 7 votes

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  18. 14 votes

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

    10 votes

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  20. 7 votes

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