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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7591 results found

  1. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    Ability to change PandaDoc icon in email (not workspace logo/profile image).

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Ability to fax PandaDoc

    Ability to fax PandaDoc

    49 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  3. HubSpot: setup variable formatting

    HubSpot variable should have capability to exclude values of zeroes after the decimal point

    4 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Hide/conceal information in variables from a recipient

    Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. Ability to display catalog products' prices as % percentage.

    Ability to display catalog products' prices as % percentage.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. quick reminder button right from document list viewing by status

    When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces

    Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.

    At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
    Additional layer, it's unknown where else that template needs updating.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. When clicking on the attachment, open it in a new tab instead of downloading

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Hyperlink attachments within documents for quick navigation

    Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. List of Documents with Transferred Ownership: View the New Owner

    View which documents had ownership transferred - view who the new owner is

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Recipient experience: select an option for full or split payment

    We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  12. Table of Contents for all documents that are bundled as one document.

    Table of Contents for all documents that are bundled as one document.

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. set optional item in PipseDrive

    Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Integration with Rexx Systems

    Native integration with HR Management System Rexx Systems

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Option to disable notification to recipients after document got completed

    • Will allow the sender to disable notification once the document got completed
    19 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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  16. Integration with AgencyBloc

    AgencyBloc (a CRM for insurance brokers)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Pipedrive upload PDF of documents other than Completed in History

    Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Catalog - option to not have a price for an item

    Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. when adding a user have a dropdown to identify the team they are associated with

    It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Keep the formatting when importing Google Doc

    Keep the formatting when importing Google Doc

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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