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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7142 results found

  1. an option to use a custom field with data merge in Hubspot

    20 votes

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  2. Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. 1 vote

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  4. To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.

    1 vote

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  5. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. 4 votes

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  7. 1 vote

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  8. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Ability to add multiple users to multiple Workspaces all at once

    23 votes

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  10. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    5 votes

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  11. no extra page when adding item from content library

    18 votes

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  12. replace a particular variable from all my templates all at once

    7 votes

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  13. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    1 vote

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  14. 1 vote

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  15. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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  16. 3 votes

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    0 comments  ·  API  ·  Admin →
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  17. Automatically send the document once it is approved.

    90 votes

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    12 comments  ·  Approvals  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  18. 33 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!

  19. Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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  20. The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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