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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. It's not only an update:
    double the cost of our current solution quoteroller.com
    find time to implement it / project manage the implementation...
    lose all client history

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Far preferred when Send button was on the Right Hand side

    1 vote

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  5. Have the HubSpot integration access in the document when it has been completed.

    8 votes

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  6. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    17 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    26 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!

  8. 3 votes

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  9. An option to resize the PDF version of a document before downloading.

    4 votes

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  10. integration with build.com

    1 vote

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  11. The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.

    1 vote

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  12. Edit documents that user would like to send in bulk

    17 votes

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  13. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    66 votes

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  14. filter Activity Data by Template Type

    3 votes

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  15. 2 votes

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  16. when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. Add additional column in pricing table (optional) example;
    1 LF of product = 20.3sqft of product.
    To be calculated automatically based on data from catalog.
    And have list of suffixes for each, set in catalog.

    1 vote

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  18. Integration with Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. The option to set the default size and font for a field so they appear the same.

    52 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!

  20. Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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