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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6809 results found

  1. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  4. The ability to provide a users’ management in order to automatize the user’s onboarding via API

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. Export sections of a document

    Export sections of a document instead of the whole document

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Remove old documents automatically: to have the trash bin automatically delete all after a set time

    Remove the documents that are older than X automatically.

    21 votes

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    Idea  ·  7 comments  ·  Automations  ·  Admin →
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  7. Pop-up with customizable text when a recipient declines document

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  9. Copy Filled out fields

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Add PandaDoc component to SalesForce community page

    Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. The ability to share the link in order to bulk send the documents

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design

    7 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  13. Option to resize the workspace icon

    Option to resize the workspace icon

    2 votes

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

    can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Pull info from Salesforce into PandaDoc fields

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. QQ Email Support

    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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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. moving a drop-down field in a more convenient way

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Option to change default size of the signature box for autodetected form-fields

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Use API to integate Pipedrive with PandaDoc

    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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  20. Dynamic variables

    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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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

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