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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7283 results found

  1. It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.

    The attached image would demonstrate a method of doing this.

    4 votes

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  2. Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    https://pandadoc.zendesk.com/agent/tickets/366178

    1 vote

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  3. ability of creating documents in Pipedrive without pre-assigning recipients from a dea

    2 votes

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  4. 2 votes

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    0 comments  ·  API  ·  Admin →
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  5. Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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    1 comment  ·  API  ·  Admin →
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  6. 2 votes

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  7. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 1 vote

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  10. 1 vote

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  11. Integration with Kajabi

    1 vote

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  12. 6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  13. Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

    7 votes

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  14. Availability to add sub products
    for example PRODUCT A, needs to have PRODUCT A.1, PRODUCT A.2 etc

    5 votes

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  15. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    30 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!

  16. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Ability to move a document to a folder from collaborators end.

    1 vote

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  18. White label email for reminders as well (not just initial email and expiration email)

    5 votes

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  19. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    https://pandadoc.zendesk.com/agent/tickets/385842

    1 vote

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  20. 2 votes

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