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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Customisation on Table of Contents

    There should be an option to add a customisation to the Table of Contents on EV2.

    67 votes

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    Released  ·  5 comments  ·  Admin →

  2. Share template from one account to another

    6 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →

  3. Documents via link sharing should only be accessible to the intended recipient

    Documents via link sharing should only be accessible to the intended recipient.

    25 votes

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    7 comments  ·  Sharing & Collaboration  ·  Admin →

  4. The option to add completed documents as attachments in Hubspot (like in SF).

    Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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    2 comments  ·  Integrations  ·  Admin →

  5. Customize Activity Reporting

    Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Admin →

  6. Option to disable Authorization modal window for eForms / Disable the pop-up to access a Form.

    Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    35 votes

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    7 comments  ·  Forms  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support Team. For more information, please click the link below!

    Smart Forms

  7. description of the pricing table item transferred to Xero invoice

    description of the pricing table item transferred to Xero invoice

    4 votes

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

    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!

  8. receive contact ID via API

    We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  9. product catalog option to "deactivate" sku

    When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  10. Recipient view in Hebrew

    Recipiet view in Hebrew

    24 votes

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    4 comments  ·  Localization  ·  Admin →

  11. Set a character limit in text fields

    Set a character limit in text boxes (fields).

    58 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →

  12. Page numbers in table of contents

    75 votes

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    Released  ·  3 comments  ·  Content Editing & Design  ·  Admin →

  13. Lever

    PandaDoc integration with Lever (HR Recruiting software/CRM)

    19 votes

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

    Hi!

    We wanted to reach out to clarify a recent update — the "Released" status on this idea was added by mistake, and we apologize for any confusion this may have caused.

    Lever 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.

  14. Text Alignment similar to MS Word

    Difficulties with indentation.

    15 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  15. Document values visible Zendesk Sell

    Have the document values be on display in Zendesk Sell integration.

    1 vote

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

    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.

  16. Ability to drag/move Support Chat Icon

    Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    10 votes

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    1 comment  ·  Other  ·  Admin →

  17. Link2CRM for non-draft status documents

    Ability to link non-draft documents to CRM records.

    56 votes

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    12 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 

    Many thanks for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  18. filter documents by status

    filter documents by status, so that you could see only the chosen status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  19. add attachments for manually completed documents for ev2

    Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  20. Edit text formatting in template when using data merge feature

    The ability to edit the pricing table formatting in the template when using the data merge feature

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

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