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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5393 results found

  1. Notifications for non-document participants (non senders)

    Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    92 votes

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    17 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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.

  2. Pull pipedrive revenue

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. when a form is completed, can I choose who receives the response

    when a form is completed, can I choose who receives the response

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Default size and font for a field

    The option to set the default size and font for a field so they appear the same.

    52 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  5. Add PandaDoc component to SalesForce community page

    Be able to add PandaDoc component to SalesForce community page

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Add option to have Discount and Tax items in the footer display the total of each from the line items

    Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.

    This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. sync Document.Value with the Amount field in Salesforce

    sync Document.Value with the Amount field in Salesforce

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Bulk Send Expiration / Reminder Settings on Template

    Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    8 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. The possibility to add the sequence number without sequence name

    The possibility to add only sequence number to the document without required sequence name.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Embed HTML into docs

    36 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  11. Set expiration to expire on certain weekdays

    Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Reset personal info in the Settings (including profile pic)

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Format Painter option in PandaDoc

    Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.

    33 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  15. Customization for Decline Reasons

    Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    95 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  16. Combine/Merge Templates & Documents

    There should be a feature that allow you to combine templates and documents

    99 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

  17. New wizard: full list of contact parameters

    New wizard: the full list of the contact parameters when creating a document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Show that the recipient used password in the Audit trail

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Pricing table total that separately shows total for recurring charges and total for a one-time fee (as in QuoteRoller)

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Sync HubSpot tokens and the ones in a document

    At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    7 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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