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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7481 results found

  1. Edit profile info in the mobile app

    The option for the client to have the same settings as the webapp in the moblie app.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  2. Conditional logic for Hubspot

    Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    5 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  3. Badge numbers iOS

    Please fix the bugging badge numbers on iOS. It’s impossible to reset them.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. Increased document total after auto-renewal

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Automatically Calculate Exchange Rate

    Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Set client's default email subject (automatic subject)

    Set client's default email subject (instead of X has sent you the document).

    102 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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  7. Automatically remove users from PandaDoc

    Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Making documents created from a Hubspot Contact automatically inherit the Contact's name

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Add audio to the document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. total Value either at the top of the bottom should be present

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Pass images from CRMs to documents using tokens/variables

    ability to make images as dynamic field or as a variable

    66 votes

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    14 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. ISO 9001 compliant

    ISO 9001.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  13. Transitioning from QuoteRoller

    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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  14. create an automatic email to my clients that let them know we received their signed documents

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Send button on the right hand side

    Far preferred when Send button was on the Right Hand side

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. HubSpot Access on Document upon Completion

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

    8 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    8 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Aggregate Document Analytics in Reporting Dashboard

    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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    1 comment  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

  19. The TOC variables should be updated automatically when I create the document so I don't need to refresh the TOC.

    3 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  20. Resizing PDF Before Downloading

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

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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