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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7150 results found

  1. Ability to work with eForms using the mobile app.

    Ability to work with eForms using the mobile app.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  2. Embed the current document status within the document as a variable. [Document.status] variable / token

    6 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Replace source file for Forms [Workaround in comments]

    For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    14 votes

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    2 comments  ·  Forms  ·  Admin →
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  4. Add a custom row as Subtotal, Total under the pricing table

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Option to have Send Document EmailL content to be in the Hubspot activity

    Option to have Send Document EmailL content to be in the Hubspot activity

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Reminder Tab in left-side navigation menu

    Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. report how many documents created by week

    How many documents were created by week - get a report of this.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Option to have a collaborator in forms

    Option to have a collaborator in forms

    13 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. Evalon (Fusebox)

    Integration with Evalon (Fusebox).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Payment block for Ev2

    My only suggestion is that we miss the payment block at the end of the document.

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  11. update a deal status in hubspot when using a bulk send

    update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.

    4 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Pull data from Monday.com to PandaDoc pricing table

    16 votes

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

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  13. Sequence number visible in Pipedrive integration document list

    We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. ADP

    Integration with ADP

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Ability to list attachments via API (the attachment that was added upon manual document completion via +Upload file button)

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. Add a possibility to presave approval groups

    Would be great to have a possibility to save a approval group for a more convenient process.

    6 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. stretch an image to the edges in the header

    stretch an image to the edges in the header (both on the left and right side)

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Option to Set up trigger for opportunity amount in SF

    Option to Set up trigger for opportunity amount in SF

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Add LayBuy as Payment gateways

    Add LayBuy as Payment gateways

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Bundling Documents, not only templates

    Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    10 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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