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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7481 results found

  1. 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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  2. 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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  3. 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.

  4. 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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  5. ADP

    Integration with ADP

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. 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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  7. Add a possibility to presave approval groups

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

    9 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. 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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  9. 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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  10. Add LayBuy as Payment gateways

    Add LayBuy as Payment gateways

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. 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.

    14 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  12. Post banner when site is down

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. exclude unselected or not applicable fields from template upon creating a document

    exclude unselected or not applicable fields from template upon creating a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Alerts/Notification when a reminder / signing order email has been sent to the recipient

    Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    12 votes

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    2 comments  ·  Automations  ·  Admin →
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  15. Reporting based on discounts on line items in CPQ

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. pricing table subtotal add text

    Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. ability to save customised fields

    ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    12 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Ability to lock an entire page (all content blocks) within a document

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Custom report for recipients by status

    Would like a report to identify recipients by document status

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Status for recipient in approval workflow

    Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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