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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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2928 results found

  1. ability to disable chat option in a document

    57 votes

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    Not Planned  ·  Katie Hudson responded

    Hi there. 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. 8 votes

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  3. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  4. Add password protection to specific folders inside PandaDoc

    34 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!

  5. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    17 votes

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  6. 21 votes

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  7. Add order in which the recipient would be able to act on fields.

    18 votes

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  8. 51 votes

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  9. 11 votes

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  10. Ability to add references to the pricing table.

    9 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. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    8 votes

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  12. The ability for the recipients to edit variables.

    45 votes

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  13. Allow recipients to upload images not as download links but as entire picture which is a part of the document.

    52 votes

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  14. Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    3 votes

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  15. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values

    17 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!

  17. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    61 votes

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  18. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    19 votes

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  19. split the pricing table cost into 2 document values

    3 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!

  20. An easier way to bulk send a doc (without having to prepare a CSV file)

    9 votes

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