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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. pass line items formatting from hubspot

    pass line items formatting from hubspot

    26 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. rename user of the app as an admin

    rename user of the app as an admin

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Automatically replace the content of a document with the file attached via manual "Change status" window

    At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    Forms feature in CRMs

    65 votes

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    12 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there! 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. Build.com

    integration with build.com

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Add a Weight Field with Subtotal or a Generic Whole Number Field with Subtotal

    The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. mention the attachment name in the body of my PandaDoc document

    mention the attachment name in the body of my PandaDoc document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  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.

  9. Monday.com formula columns

    50 votes

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    9 comments  ·  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.

  10. Show deposit amount on a pricing table

    14 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. add column "date" to pricing table

    add column "date" to pricing table
    we are SAAS company, so have start and end dates for or product

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. multiple payers can pay specified amount on one document

    The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  13. Ability to set document value to pricing table subtotal

    I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Option to set the Pricing Table Optional item as a default setting for workspace

    Option to set the P.Table Optional item as a default

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Private message per recipient

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. send a document to signature via Salesforce automatically

    send a document to signature via Salesforce automatically

    10 votes

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    3 comments  ·  Integrations  ·  Admin →
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  18. Add the ability to make a field read only

    Add the ability to make a field read only

    9 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. New wizard: full list of contact parameters

    New wizard: the full list of the contact parameters when creating a document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Dashboard - Create folders button back

    7 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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