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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5388 results found

  1. Would like the emails generated via forms to display the name of the person who filled it out

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. Pabbly Connect

    integrate with Pabbly Connect

    17 votes

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    7 comments  ·  Integrations  ·  Admin →
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  3. add multiple background images on a page

    add multiple background images on a page

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Filter timeline activity log

    Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. pass selected items from the pricing table (document 1) into the pricing table (document 2)

    Be able to do the following: pass the selected items by the recipient in a Document A to the pricing table into the Document B

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Option for column totals in the pricing table

    Option for column totals in the pricing table

    19 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Export emojis to PDF

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Filter document by status in PandaDoc module in Hubspot/Pipedrive

    6 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. All customer to pay more than requested % of total.

    Allow customers to pay for more than the requested percentage if they choose to.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  10. Balance payment request

    When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Embed the current document status within the document as a variable. [Document.status] variable / token

    6 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Replace source file for Forms [Workaround in comments]

    For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    16 votes

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    3 comments  ·  Forms  ·  Admin →
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  13. Add a custom row as Subtotal, Total under the pricing table

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Option to have Send Document EmailL content to be in the Hubspot activity

    Option to have Send Document EmailL content to be in the Hubspot activity

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Reminder Tab in left-side navigation menu

    Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. report how many documents created by week

    How many documents were created by week - get a report of this.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Option to have a collaborator in forms

    Option to have a collaborator in forms

    13 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Evalon (Fusebox)

    Integration with Evalon (Fusebox).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. update a deal status in hubspot when using a bulk send

    update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.

    4 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Pull data from Monday.com to PandaDoc pricing table

    16 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, 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.

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