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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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6986 results found

  1. Intergrations with ATS, (Paycor)

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. 5 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  3. The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.

    13 votes

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  4. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 votes

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  6. Would love to see the ability to pull product info from Shopify.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs

    5 votes

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  8. It would be great to have a search function to make finding documents in the 'inbox' easier

    16 votes

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  9. It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders

    2 votes

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  10. Public comments are available by default (for now, private comments come by default).

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  12. We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

    3 votes

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  13. Pass variables and field data as URL parmaters on the form URL.

    9 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  14. transfer ownership of multiple documents/folder

    42 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!

  15. Approval workflow in forms

    32 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  16. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    11 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  17. Want to have the ability to align the position of the text within the field.
    It needs to work for any text entered by the signer.

    45 votes

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  18. 2 votes

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  19. 1 vote

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  20. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    20 votes

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    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

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