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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6302 results found

  1. Manually changing document status in the MS Dynamics iFrame

    1 vote

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  2. Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  3. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  4. Time Block

    1 vote

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  5. 16 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  6. 83 votes

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    Hi there! Thank you for submitting your idea. Unfortunately, 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!

  7. The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  8. Possibility to insert attachments via the document chat in any doc status

    2 votes

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  9. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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  10. Would like to upload a “pdf” in the middle of content blocks without converting into a jpg

    3 votes

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  11. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    11 votes

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  12. Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  14. 38 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!

  15. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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  16. Ability to set the Document Value in a Content Library

    1 vote

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  17. 1 vote

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  18. option a delete recent templates from document wizard

    1 vote

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  19. Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Auto assign contact role when creating a document in zoho

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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