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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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7237 results found

  1. 78 votes

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    8 comments  ·  Other  ·  Admin →
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  2. 4 votes

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  3. We have some variables that may or may not be the same as others. This means when customer is completing order form they may need to enter the same information more than once. It would be really helpful if there was the option to enter a tickbox that says something like 'Same information as above'

    1 vote

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  4. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    33 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. 42 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!

  6. Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    143 votes

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  8. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    140 votes

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  9. 1 vote

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  10. 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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  11. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 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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  13. 33 votes

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  14. 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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  15. Option to Not make a recipient as signer when assigned to a field

    8 votes

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  16. 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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    0 comments  ·  Other  ·  Admin →
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  17. 4 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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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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  18. A feature to track the users who have downloaded the files in the workspace

    5 votes

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  19. 14 votes

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