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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7633 results found

  1. Add object number and client name to the Pandadoc tab in Microsoft Team integration to simplify the search process throughout the recently c

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. add collaborators via mobile app

    add collaborators via mobile app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  3. The ability to change text sizing and font throughout the document all at once without using a theme

    Without having to use a theme to do so.

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns

    Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    11 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Can we put the Total before discount as an option in pricing tables?

    Can we put the Total before discount as an option in pricing tables?

    I think it would be nice to be able to show a summary of the kind of discount our clients are getting just in case they need that extra nudge to sign.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Pinch

    Include Pinch as payment gateway

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. 2 way sync with Active Campaign

    Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.

    Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    12 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  9. 2 way sync with Monday

    2 way sync with Monday

    68 votes

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    9 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6

    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  10. Pricing Table: decimals editing on a cell level

    to change the decimals on the cell level

    18 votes

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    6 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. list report about who downloaded the document

    list report of who downloaded the document or list report about the downloaded documents of a user

    12 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. [Global Setting] disable the ability for the clients to forward all existing agreements at once

    [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)

    Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...

    58 votes

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    9 comments  ·  Sharing & Collaboration  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  14. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Option to view/upload the stamp in the mobile app

    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  16. Add the ability to turn on/off the hovering "required" or "optional" field on the client's end.

    It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Option to pull value from Pipedrive Deal custom field to the pricing table

    Option to pull value from the Deal custom field to the pricing table in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Ability to automatically hide variables without a value when used in Smart Content

    It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Make fields required internally (to require users to upload documents)

    When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Allow user that is not part of workspace to receive notification of approval

    Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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