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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7108 results found

  1. 66 votes

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  2. Add the ability for admin to have notifications for entire workspace

    11 votes

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  3. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. when adding file the page header and footers are not applied. Do you have a solution for this?

    25 votes

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  5. 13 votes

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  6. Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  8. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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  9. Looking for a data entry tool. Complex chart cataloging

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    33 votes

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    6 comments  ·  Other  ·  Admin →
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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. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  12. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    80 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!

  13. use the forms feature with Nimble integration

    1 vote

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  14. When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
    ex. renewal agreement attached to a qbr

    1 vote

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  15. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  16. Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    7 votes

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  17. Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page

    5 votes

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  18. Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  19. be able to add an invoice person to a signed Panda doc - often we do not have the invoice person contact info and the signer frequently does not know until after they sign

    2 votes

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  20. Salesforce integration with Pandadoc on Ipad

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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