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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7439 results found

  1. 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  ·  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!

  2. 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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  3. 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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  4. RevTrak

    Integration with RevTrack

    1 vote

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

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. 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!

  7. 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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  8. More precise error message in HubSpot

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Option to rearrange / reorder the documents in the documents list

    option to move the documents in the list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Conditional logic for Payment block

    Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. Pull values to Pricing Table custom columns via Zapier

    At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Pull info from Salesforce into PandaDoc fields

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. PandaDoc in Italian

    Italian language for PandaDoc.

    23 votes

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    1 comment  ·  Localization  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

  14. Dictate which folder a document goes to when it is created within Salesforece

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. restrict document owner to sign before document approval

    restrict document owner to sign before the document is sent for approval

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  16. Audio Clip Upload

    Ability to upload audio files like mp4 to PandaDoc documents

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  17. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  18. preassign a person to a role on a content library item

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  19. See the document recipients in the email notification

    Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. Notification sent to team member when a document is sent

    3 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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