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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7423 results found

  1. Automatically add Pipedrive custom product fields to pricing table

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. To be able to approve multiple documents that were generated via bulk send feature.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. Flow Player is an excellent alternative to Vimeo and Youtube and it occurs to me that it would not be too difficult to integrate it as another video source in PandaDoc. https://flowplayer.com/

    1 vote

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  4. 217 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    • there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
    3 votes

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  5. Ability to add a Template and have its approval retain as part of the Main Document

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  6. 1 vote

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    0 comments  ·  API  ·  Admin →
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  7. 7 votes

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  8. Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.

    1 vote

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  9. a variable that autopopulates when the document was paid

    5 votes

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  10. want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)

    7 votes

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  11. an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.

    2 votes

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  12. 17 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  13. Process payments with FirstData and USAePay with a payment integration.

    1 vote

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  14. It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
    Thanks

    2 votes

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  15. ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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  16. Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
    https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  17. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    2 votes

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  18. Time update next to a completed document doesn't reference when the actual completed time, but increased the time when there was last activity on document. Should either reference the completed time or have clarity into "last viewed".

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  19. Create Projects with documents and tasks assigned to users.

    4 votes

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