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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. 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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  2. 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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  3. 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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  4. 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!

  5. 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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  6. 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).

    20 votes

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  7. 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!

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

    9 votes

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  9. Ability to save and retrieve attachments from Content Library.

    13 votes

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  10. Ability to add optional items as in pricing table to the simple table

    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!

  11. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    9 votes

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  12. 225 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  13. 32 votes

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  14. 7 votes

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  15. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    4 votes

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  16. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    6 votes

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  17. 16 votes

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    3 comments  ·  Approvals  ·  Admin →
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  18. Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    11 votes

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  20. Would like to be able to have an option in the Dashboard to see further than 1 year.

    43 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!

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