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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. Option to add recipient even the document status is completed

    Option to add recipient even the document status is completed

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Dynafile

    Integration with Dynafile

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Map Catalog Headers to Pricing Table Columns

    The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. variables for ordinary tables (dynamic tables)

    Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. saved message language, how can I change that to Dutch?

    saved message language, how can I change that to Dutch?

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  7. Be able to change the background color of text fields (not text blocks)

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. The ability to disable editing fields for recipients if the field has been pre-populated.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Mobile/Web App will be able to complete a document when there are internet interruptions.

    Mobile/Web App will be able to complete a document when there are internet interruptions.

    1 vote

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    1 comment  ·  Usability Improvements  ·  Admin →
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  10. Transfer content between accounts: Option to transfer document /template/Library items to other account.

    Option to transfer document /template/Library items to other account.

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. upload pictures directly from phone to Pandadoc

    upload pictures created with my phone (using the app)

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  13. Add the same SKU for multiple catalog items

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Presentation mode: hide selected pages

    Would like to hide certain pages from presentation mode

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. Auto-update all documents and templates when a default theme in a workspace is changed.

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  16. Option to retain the values / info on fields once it is duplicated.

    Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    45 votes

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    6 comments  ·  Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

  18. Auto-update contacts in PandaDoc once they're updated in Google.

    Auto-update contacts in PandaDoc once they're updated in Google.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. The ability to connect the discount percentage in the total section of the pricing table with line item discount.

    For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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