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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Notion integration

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
  2. 1 vote

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    0 comments  ·  API  ·  Admin →

    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. 1 vote

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    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re happy to let you know that the feature "Hide the left page reorder panel" is available within the system. Please see this link for more information and the screenshot attached: Table of contents.

    Have a great day! 

  4. Ability to set a default CC'd recipient email for all documents

    11 votes

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    1 comment  ·  Automations  ·  Admin →
  5. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    34 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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  6. if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table

    2 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!

  7. 10 votes

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    2 comments  ·  Approvals  ·  Admin →
  8. 6 votes

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  9. 1 vote

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    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're glad to let you know that the option to embed your social media links as images is available within the app. For this, please upload a social media image via image block and paste the link to your profile in the hyperlink. You can also see these links for more info:

    Help Center.

    Video guide.

    Have a wonderful day!

  10. customer wants rounded table design and not just plain box

    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!

  11. Well, there are quite a few limitations on the pricing table formatting
    possible to format the footer so that it has that yellow background?

    2 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. Ability to automatically forward documents sent to you to any of your PandaDoc account users.

    9 votes

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    0 comments  ·  Automations  ·  Admin →
  13. Creation of multiple documents via uploading files at once within PandaDoc app.

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
  14. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    23 votes

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    5 comments  ·  Forms  ·  Admin →
  15. 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!

  16. 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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  17. 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 →
  18. 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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  19. Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Create user via API

  20. 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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