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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7150 results found

  1. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Time Block

    Time Block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. White label email for reminders as well (not just initial email and expiration email)

    White label email for reminders as well (not just initial email and expiration email)

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. CardConnect

    Ability to use the CardConnect payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. have a PandaDoc documents status show in Monday.com

    have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

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


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  6. Specify location to save document

    option to save completed document on different location of device rather than a default location of downloads

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Option to enable to see the recipient on the inbox

    Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Option on Mobile App to add Blocks

    Option on Mobile App to add Blocks

    8 votes

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    1 comment  ·  Mobile  ·  Admin →
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  9. Assign one email address to 2 different roles

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. Ability to allow replacing email body content with HTML snippet through API

    Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  11. Document value for content library items

    Ability to set the Document Value in a Content Library

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Send a notification to the PD user when someone makes a payment via a PD payment gateway.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Image Block as background image

    Being able to set an image block as a background image

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Granular Notification Settings for Forms initiators and workflow receipients

    Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    9 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. delete recent templates from document wizard

    option a delete recent templates from document wizard

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Greek / French / German bank transfer through Stripe

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  17. Role variables as a placeholder

    Option to use pandadoc variables as a placeholder

    3 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  18. Pricing Table: decimals editing on a cell level

    to change the decimals on the cell level

    12 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Mobile functionality in Monday.com

    Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. One signature generate 2 copies of completed pdf

    user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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