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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5401 results found

  1. 25 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. connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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  3. Custom QR code to our documents for recipients to use.

    14 votes

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  4. Option to have a collaborator in forms

    13 votes

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  5. Have a content block for dropping a line in between other blocks

    24 votes

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  6. 4 votes

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  7. Ability to convert content library items to image library items or to move CLIs to the image library

    2 votes

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  8. 1 vote

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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!

  9. 1 vote

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  10. pass line items formatting from hubspot

    26 votes

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  11. 2 votes

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  12. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    8 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. 10 votes

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  14. Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    10 votes

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  15. 62 votes

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  16. 1 vote

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  17. Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    14 votes

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  18. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Availability to use custom variables for the forms (at the moment only role variables can be used)

    68 votes

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    10 comments  ·  Forms  ·  Admin →
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  20. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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