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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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2993 results found

  1. 7 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!

  2. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    3 votes

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  3. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    43 votes

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    5 comments  ·  Approvals  ·  Admin →
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  4. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    2 votes

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  5. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    7 votes

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  6. The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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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!

  7. saved message language, how can I change that to Dutch?

    2 votes

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  8. 6 votes

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  9. 3 votes

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  10. Mobile/Web App will be able to complete a document when there are internet interruptions.

    2 votes

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  11. 10 votes

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  12. Would like to hide certain pages from presentation mode

    4 votes

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  13. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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  14. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    50 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.

  15. For example -- so that each line item discount % would automatically be what is entered for the

    4 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!

  16. 6 votes

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  17. applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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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!

  18. A feature to reminder for renewals to various recipients will be great!

    7 votes

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  19. Allow for multiple workspaces to be open at once (on different tabs)

    4 votes

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  20. For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    8 votes

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