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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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7135 results found

  1. the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)

    3 votes

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  2. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Pricing Table Integration: Ability to automatically pull products from data merge as optional

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    32 votes

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    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

  5. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    11 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  6. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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    • Be sure to not have to change the date manually before generating a document via a template.
    5 votes

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  7. A feature to track the users who have downloaded the files in the workspace

    5 votes

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  8. 14 votes

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  9. Bulk Send: Download all completed documents without going to each folder.

    15 votes

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  10. ability to use pricing tables profit&margin variables

    7 votes

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  11. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    140 votes

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  12. Pass variables and field data as URL parmaters on the form URL.

    9 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  13. when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link

    2 votes

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  14. Document Editing has become miserable in the new update. Not easy to find all of the buttons.

    How do I reassign signing privileges to another individual without deleting the previous signer off?

    Roll back to the old PandaDoc UI / UX because this update is trash.

    1 vote

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  15. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    10 votes

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  19. 32 votes

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