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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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7484 results found

  1. Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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  2. To be able to integrate with CRM VAULTRE or have an option via Zapier,

    1 vote

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  3. Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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  4. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    17 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  5. 1 vote

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  6. create a barcode based on the entered value

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. 27 votes

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  9. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    448 votes

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    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:

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

  10. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    59 votes

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  11. 1 vote

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  12. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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  13. I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).

    3 votes

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  14. Option to have Send Document EmailL content to be in the Hubspot activity

    3 votes

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  15. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    25 votes

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  16. idea to add a message/link to the dashboard for all of our team members to see

    4 votes

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  17. Option to change placeholder text in field blocks permanently

    3 votes

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  18. To have the option to save a product from the pricing table to the catalog for manually added products

    8 votes

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  19. control how often senders and recipients get notified about document changes

    1 vote

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  20. add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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