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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5967 results found

  1. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    9 votes

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  2. fields stay in place and move with content of text blocks ev2

    138 votes

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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  3. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    21 votes

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    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.

    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.

    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.

    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6

    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.

    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

  4. Be able to reject a single document in a bundle.

    1 vote

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  5. Have an MP4 option added for the video block

    5 votes

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  6. Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    6 votes

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  7. 1 vote

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  8. If the recipient needs to know the document is confidential. I was hoping there may be an option similar to the page numbers and code that is automatically added to a PDF of a PandaDoc document that would add the classification.

    1 vote

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  9. collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in

    11 votes

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  10. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    254 votes

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  11. Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    5 votes

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  12. Notifications about document updates for all recipients

    21 votes

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  13. 1 vote

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  14. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    46 votes

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  15. 2 votes

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  16. To be able to change the email on account in the app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  17. 3 votes

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  18. PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    11 votes

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  19. A button on the document board to easily send reminders

    3 votes

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  20. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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