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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7483 results found

  1. Migrate all the documents from PandaDoc to Hubspot

    A direct file migration with functionality to Hubspot

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Auto-populate fields based on contact info

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. control what status changes will trigger product 2 way sync in sfdc

    option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Download button

    The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    14 votes

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    Idea  ·  3 comments  ·  Recipient Experience  ·  Admin →
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  5. Ability to regenerate document links

    Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Total Time Viewed Reporting

    Advance reporting to show total time viewed on each document.

    12 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. quantity editing for all the pricing table

    enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    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:

    - Section quantity in Quote Builder


    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.


  8. use LaTex to PandaDoc

    use LaTex to PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Approvers names appear as the names not as icons only

    able to see approvers names when checking documents from the Documents list (dashboard)
    currently you can see only icons and the names when you click on the icon

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  10. LACRM

    Integration with LACRM

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. to be able to control the user's progress in filling up the fields in a document

    to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. CC'd team member with "Member" role is able to edit the document

    PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. disable data merge by default in pricing table when salesforce is enabled

    disable data merge option by default in pricing table when salesforce is enabled

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Add possibility to record video messages like get accept

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  15. Sign to accept privacy of proposal and then see full details

    I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. UK bank transfer payments

    Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  17. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    26 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  18. Import Files with CSV Files

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Option to change default size of the signature box for autodetected form-fields

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. reply email comment

    I would like the email notifications to be able to accept replies and post the comments back into the document

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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