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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5387 results found

  1. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Populate ClientTitle variable directly from Sugar CRM

    5 votes

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    2 comments  ·  Integrations  ·  Admin →
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  3. Add custom field value to the general product list view in Catalog

    Add custom field value to the general product list view in Catalog

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. API - api key access for all users and not user-specific

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. To have the ability to edit a completed document from the recipients view.

    To have the ability to edit a completed document from the recipients view.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Allow specifying sender email address with Whitelabeling

    The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Pass document public URL via Zapier

    Being able to pass a document public link from PandaDoc via Zapier even if the document was not sent

    47 votes

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    10 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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.

  8. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. The ability to turn off the pop-up asking to save the document as template

    Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    7 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  10. Option to hide product catalog item

    hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    9 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  12. Set a Saved Message on the template level

    Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message

    53 votes

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    3 comments  ·  Automations  ·  Admin →
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  13. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    Customize the Forms pop-up message that is visible when accessing a form from a website.

    112 votes

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    15 comments  ·  Forms  ·  Admin →
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  14. Ability to set an expiration date for the document for "today/by the end of the day".

    Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Export product catalog in different formats (PDF, Excel, etc.)

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Bilingual Contract Template

    All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. Pandapay

    Integration with PandaPay payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. The ability to put a table block inside a text block.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Change table of contents without changing headings

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Automatically add roles when you add smart content with the content library items.

    Option to automatically add roles when you add smart content with the content library items.

    6 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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