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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6797 results found

  1. Option to resize the workspace icon

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  3. 6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    2 votes

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  5. 2 votes

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  6. 5 votes

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  7. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  8. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values

    14 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 toggle the self-sign notifications off when sending the document

    2 votes

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  10. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Native integration with Basecamp https://basecamp.com/

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    58 votes

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  13. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    16 votes

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  14. having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  15. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  16. split the pricing table cost into 2 document values

    3 votes

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  17. An easier way to bulk send a doc (without having to prepare a CSV file)

    8 votes

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  18. 5 votes

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  19. Ability to save and retrieve attachments from Content Library.

    11 votes

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  20. Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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