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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7636 results found

  1. 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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  2. 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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  3. Ability to update document when a template is updated

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. 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.

  5. 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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  6. 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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  7. 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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  8. 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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  9. be able to access the products in your pricing table from the product catalog using the PandaDoc app.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. 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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  11. Ability for the mobile app to be rotated as per the mobile phone's settings: rotate documents on mobile

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  12. 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.

    111 votes

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    15 comments  ·  Forms  ·  Admin →
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  13. 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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  14. 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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  15. Pandapay

    Integration with PandaPay payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. 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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  17. Change table of contents without changing headings

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. 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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  19. Outlook

    Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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