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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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7004 results found

  1. Be able to import contacts with their addresses through the Gmail button.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    32 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!

  3. Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    2 votes

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  5. Option to use shared content library items in Smart content

    11 votes

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  6. Ability to automatically change the color of the variable depending on its value (negative/positive).

    6 votes

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  7. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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  8. Be able to pull a report on users and their licenses

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Ability to export a list of CONTACTS who completed a document.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  10. 1 vote

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  11. Integration with Kommo CRM

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.

    3 votes

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  13. The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint

    5 votes

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    0 comments  ·  API  ·  Admin →
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  14. Option to remove watermarks from Documents generated from Free Sandbox.

    Will allow the user to remove watermarks from Documents generated from Free Sandbox.

    1 vote

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  15. Option to document archive and vault using AWS S3 bucket

    1 vote

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  16. Option to use custom field from Sugar CRM in the merge rules

    1 vote

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  17. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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  18. Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.

    1 vote

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  19. It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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  20. Integration with ServiceNow
    ex. tokens, fields, and custom data points
    sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
    Current workflow:
    documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.

    4 votes

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