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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Mapping of product from Salesforce into different pricing tables

    Salesforce mapping of products into different pricing tables

    15 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →

  2. Localization for EV2

    10 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  3. Catalog - Ability to update custom columns with a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  4. Send on Behalf of for Bulk send

    Ability to change the sender email when sending via Bulk send.

    11 votes

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    1 comment  ·  Other  ·  Admin →

  5. Notifications for non-document participants (non senders)

    Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    93 votes

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    17 comments  ·  Sharing & Collaboration  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the 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.

  6. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  7. Salesforce CPQ

    Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

  8. 2 way sync Zoho

    2 way sync with Zoho CRM

    49 votes

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

    We wanted to share an update regarding the 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.

  9. Set client's default email subject (automatic subject)

    Set client's default email subject (instead of X has sent you the document).

    102 votes

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    11 comments  ·  Recipient Experience  ·  Admin →

  10. Export details - Audit Trail

    Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    166 votes

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    23 comments  ·  Documents & Data Management  ·  Admin →

  11. Combine/Merge Templates & Documents

    There should be a feature that allow you to combine templates and documents

    99 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

  12. Variables contain formulas: Excel formulas

    Option to put formulas into variables similar to Excel

    96 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  13. Automatically save signed docs to cloud storages (Google Drive, Dropbox, etc)

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  14. BulkSend in Editor 2.0 Ev2

    BulkSend in Editor 2.0

    3 votes

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    Released  ·  0 comments  ·  Admin →

  15. Text color and text font transfer from Catalog to Pricing table.

    Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog.

    9 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  16. CSS available in Editor 2.0

    62 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →

  17. Custom font weight

    12 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  18. Inline Commenting

    ability to delegate tasks and collab on specific pieces of text or blocks within a document

    10 votes

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    Released  ·  1 comment  ·  Admin →

  19. OCR capabilities

    OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  20. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  Integrations  ·  Admin →
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