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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Non-licensed user receive viewed notifications

    Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. The ability to customize the Catalog and have a filter

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  3. Edit text formatting in template when using data merge feature

    The ability to edit the pricing table formatting in the template when using the data merge feature

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. The ability to customize the emails for approval workflow.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  5. Ability to split a single table into separate tables

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Adjust the subfolder view for long folder names

    Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Choose line spacing for pricing table descriptions

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. if-condition tokens / Pipedrive

    Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Auto-correct feature in or chat or email portal.

    Auto-correct feature in or chat or email portal when submitting a request.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. alphabetize CLIs

    alphabetize CLIs when adding them to a template/document

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

    Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Inline comments in templates

    25 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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  13. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Pull values to Pricing Table custom columns via Zapier

    At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Conditional formatting for fillable fields

    12 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. alternate PandaDoc interface that doesn't use logos when we needed

    alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  18. Option to see who deleted the document in Audit Trail like in EV1

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Disable chat option

    ability to disable chat option in a document

    48 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. 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!

  20. Automatically generating PDF invoices from quotes created in PandaDoc

    8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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