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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7485 results found

  1. Be able to have multiple currencies in a pricing table

    54 votes

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

    56 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!

  3. 10 votes

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  4. 41 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!

  5. Have the ability to highlight text

    9 votes

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  6. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    9 votes

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  7. 2 way sync with Zoho CRM

    47 votes

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    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.

  8. Integration with Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. once CLI is changed, it will change info in the documents where this CLI was added.

    1 vote

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  10. Drop-down field with the possibility of selecting several options.

    19 votes

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  11. Allow to navigate through the fields in document draft/templ

    2 votes

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  12. Be able to use the Salesforce integration using mobile apps.

    44 votes

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  13. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    13 votes

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  14. 5 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  15. If the PDF is not flattened, some content can be missed after upload

    20 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  16. 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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  17. 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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  18. 3 votes

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  19. Default theme for Ev2 in Settings.

    6 votes

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

    43 votes

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