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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7393 results found

  1. PO make out of a proposal once it is completed

    When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. automatically change the values coming from SFDC to the pricing table (e.g abbreviations)

    we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Option to send completed pdf copy to one recipient only

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Default custom theme for Ev2

    Default theme for Ev2 in Settings.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  5. [Bulk action] Change Status of Multiple Documents at Once

    Be able to change the status of multiple documents at once.

    43 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. A set of special symbols inside Pandadoc to use

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Pass line item description formatting from SFDC

    Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Improve performance for docs with many fields

    Make the

    2 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  10. 2 way sync Zoho

    2 way sync with Zoho CRM

    45 votes

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    6 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  11. SugarCRM two-way sync

    SugarCRM two-way sync

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. SFDC visibility across workspaces

    The ability to enable SFDC integration to all workspaces at the same time

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. ev2 wrap text and make text smaller when recipients add long responses to text fields

    ev2 wrap text and make text smaller when recipients add long responses to text fields

    17 votes

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    Idea  ·  2 comments  ·  Usability Improvements  ·  Admin →
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  14. Ability to pull contact tokens from Hubspot deal

    Contact tokens are not available when creating the document from a HubSpot deal.

    53 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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!

  15. Diffrent options to indicate the signer (for ex. mobile number)

    have an alternative if the signer dont have email can we use like mobile numbe

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Copy the page from one document to another.

    Copy the page from one document to another.

    17 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. RevTrak

    Integration with RevTrack

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. notification for when content items need updated

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. The ability to customize the Catalog and have a filter

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  20. Edit text formatting in template when using data merge feature

    The ability to edit the pricing table formatting in the template when using the data merge feature

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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