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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6974 results found

  1. Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
    to the recipients even if the notifications are suppressed

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

    2 votes

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  3. I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).

    2 votes

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  4. I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

    1 vote

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  5. When people add others to my team I would like the option to approve

    1 vote

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  6. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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  8. Option to rotate content (pages of the document) back and forth with arrows

    2 votes

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  9. 1 vote

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  10. Integrate with RD Station

    5 votes

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  11. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    31 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!

  12. We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.

    2 votes

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  14. Option to include manually uploaded signed documents from the audit trail (documents that were uploaded during document status change) in bulk download.

    2 votes

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  15. Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)

    2 votes

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  16. If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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  17. automatically place fillable fields in documents and templates without drag and drop option

    3 votes

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  18. sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    3 votes

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  19. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    5 votes

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  20. Option to use mobile app in case you have EU server

    5 votes

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    0 comments  ·  Mobile  ·  Admin →
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