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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7283 results found

  1. Select default window in PandaDoc: Make Inbox pop up first when logging in

    Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Log email reminders to Salesforce

    Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Ability to allow replacing email body content with HTML snippet through API

    Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  4. set up a condition with which there will be no invoice generated in Xero once you manually close the payment with PandaDoc.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  5. Option to exclude data from deleted documents in reporting

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Discount after Total

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Too Many Clicks

    There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  8. Ability to add an unassigned field after other fields are assigned

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  9. Ability to set a default value of a space for custom variables?

    Ability to set a default value of a space for custom variables?

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Grand Total for 2 Different Pricing Table

    is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    54 votes

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    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote Builder

    - Quote data fields

    - Quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

  11. Restrict downloading a PDF of a Form for recipients

    Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. Allow global setting for metric units

    All document units are expressed in inches - even where the document size is metric (A4!).

    Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. To be able to upload editable powerpoint

    17 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. System will fill out automatic HEX code

    System will fill out automatic HEX code

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Social media links previews to be branded as the company workspace, not PandaDoc

    Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option

    We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Different currency for Document Value and Pricing table

    In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Automations: save PDF of the document to Desktop

    Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Conditional Content Approval

    Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    18 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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