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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7259 results found

  1. Subsection in the pricing table

    1 vote

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  2. Modify Billing notification on payment subscription

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. 1 vote

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  4. 1 vote

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  5. list report of who downloaded the document or list report about the downloaded documents of a user

    11 votes

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  6. Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  7. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    24 votes

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  8. Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    3 votes

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  9. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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  10. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. 1 vote

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  12. 1 vote

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  13. It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.

    3 votes

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  14. attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  15. A way to convert a Google Form to a Pandadoc Form

    3 votes

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  16. Sort templates when creating documents via CRM integrations by Title, etc.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. 6 votes

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  18. Automatically set the receiver as the client in Monday.

    • automatically adds reciever as client in monday.com during creating a document.
    3 votes

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  19. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    24 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!


  20. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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