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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    0 comments  ·  Localization  ·  Admin →

  2. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    10 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    18 votes

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    0 comments  ·  Integrations  ·  Admin →

  4. Send the document automatically after approval

    Automatically send the document once it is approved.

    107 votes

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    19 comments  ·  Approvals  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  5. Recipient view: Turkish

    9 votes

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    1 comment  ·  Localization  ·  Admin →

  6. [Dashboard] display workspace name on the Dashboard

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

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

    We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.

    Have a wonderful day!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  7. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    18 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  8. Save custom tokens/variables

    An option to save custom variables / tokens to be used across templates.

    33 votes

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    1 comment  ·  Fillable Fields & Variables  ·  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. Pricing Table (Quote Builder): Input negative quantity / value.

    ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    46 votes

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    Solution Exists  ·  10 comments  ·  Quote Builder & Pricing table  ·  Admin →

  10. The ability to have Documents with a certain tag, like "invoice", automatically be put into a certain folder, ie. our "Invoices" folder

    2 votes

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    0 comments  ·  Other  ·  Admin →

  11. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  12. More formatting options for numbering lists

    53 votes

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    10 comments  ·  Content Editing & Design  ·  Admin →

  13. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
    Released  ·  Alessio Ragni responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)

    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  14. Pass discounts from HubSpot in percentage

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  15. HubSpot refresh pricing table

    Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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    1 comment  ·  Integrations  ·  Admin →

  16. Change the sender

    Change the document sender to any email without using Send on behalf.

    24 votes

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    2 comments  ·  Other  ·  Admin →

  17. Document deletion restriction for non-admins/managers / restrict deleting completed documents

    There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    10 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  18. Save ACH payment details for future payments

    Save recipient's ACH payment details for future payments

    38 votes

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    7 comments  ·  Quote to Cash  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

  19. Show line item's discount sum

    Be able to make the discount in the footer show the sum of line item discounts (at the moment (12 October 2020) it's possible only to set up either the fixed discount for the whole sum or the line item discount)

    11 votes

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    0 comments  ·  Admin →

  20. Ability to link documents created via Zapier to a folder automatically

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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