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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat

    1 vote

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  3. 1 vote

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  4. Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)

    2 votes

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  5. 2 votes

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  6. 2 votes

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  7. disable the inbox notification (red indicator)

    4 votes

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  8. Create a setting to block the ability for users to create a document from a sent document.
    Idea is to force them to convert the sent document into a template or use an existing template.
    This would reduce the possibility of client data transferring to another document.

    2 votes

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  9. 2 votes

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  10. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    41 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!

  11. 141 votes

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    33 comments  ·  Other  ·  Admin →
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  12. 5 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  13. portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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  14. ability to create Stripe products from the Stripe payment integration

    9 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  15. Assign custom fields to columns in the Price Table

    13 votes

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  16. An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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  17. 20 votes

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  18. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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  19. 2 votes

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  20. The ability to transfer data from multiple documents to a new document.

    6 votes

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