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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7251 results found

  1. Pricing Table Integration: Ability to automatically pull products from data merge as optional

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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  3. Client would like the ability to convert a cover page to a content page.

    14 votes

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  4. Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)

    1 vote

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  5. The ability to transfer data from multiple documents to a new document.

    6 votes

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  6. Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.

    2 votes

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  7. Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    7 votes

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  8. Would like to change the default signature color for recipients from black to blue

    49 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!

  9. Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    9 votes

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  10. Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. 2 votes

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  12. The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower

    3 votes

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  13. Variable that will type out total cost in words as well as numbers.

    3 votes

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  14. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    7 votes

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  15. table of contents for the pages/sections. similar to proposify and better proposals

    2 votes

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  16. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    27 votes

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  17. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status

    1 vote

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  19. As a user I would expect Link2CRM to work like a normal link does within SFDC. If we a document is linked to an Opportunity it should also be linked to the account as this is what happens within the main PandaDoc application.

    3 votes

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  20. Ability to add multiple users to multiple Workspaces all at once

    23 votes

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