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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. freshsales

    It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →

  2. template gallery in spanish

    1 vote

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    0 comments  ·  Localization  ·  Admin →

  3. Ability to remove Document Reference (Document-Ref) and page numbering

    Ability to disable footer contents (Document Reference and page numbering)

    62 votes

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    9 comments  ·  Content Editing & Design  ·  Admin →

  4. Master template settings (to control template details like option to bulk update currency)

    Master template settings (to control template details)

    6 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →

  5. create library items via api

    create library items via api

    8 votes

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    0 comments  ·  API  ·  Admin →

  6. Advanced search options/ Search within the Folder

    Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    38 votes

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

  7. Push the updates to custom object in Salesforce for notes

    Push the updates to custom object in Salesforce for notes

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  8. Ability to adjust the design of pricing table placeholders.

    Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  9. Disable option "send document" via app (leave only share via link)

    disable option "send document" via app
    (leave only share via link)

    10 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →

  10. POST Document status via Pandadoc API

    Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. Sync Pricing Table with Hubspot Deal Amount

    It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
    Thanks

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  12. UI / UX Update Is not Easy to Use

    Document Editing has become miserable in the new update. Not easy to find all of the buttons.

    How do I reassign signing privileges to another individual without deleting the previous signer off?

    Roll back to the old PandaDoc UI / UX because this update is trash.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  13. Send a document with $0 value

    Should be possible to send a doc and take a ZERO payment

    14 votes

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    Released  ·  5 comments  ·  Admin →

  14. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  15. Contract negotiations (native redlining) in draft mode for internal use case.

    Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Admin →

  16. Place a page break inside a text block

    Allow a user to customize or cut a whole text block on desired segments.

    28 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  17. Specify different amount for different payment methods and restrict client from paying with a method different from selection

    IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    6 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  18. Use Ticket object to create docs from Hubspot

    Should be possible to use ticket object to create docs from Hubspot

    23 votes

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    7 comments  ·  Integrations - HubSpot  ·  Admin →
    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  19. Refresh Pricing table and Data with MS Dynamics

    Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  20. Slack notifications for document signers (internal to workspace)

    Slack notifications for document signers (internal to workspace)

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

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

    Please kindly be advised that the feature allowing to receive updates on your document status via Slack is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/4409517867159--Editor-2-0-Slack

    Many thanks for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

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