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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7120 results found

  1. Sugar CRM: Pull information from 2 different objects at the same time

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Option to set up automatic reminders by selecting a user of the account

    having an option to set up autoreminders for all the documents created by a particular user of the account

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Hide rows in a pricing table

    Hide rows in a pricing table

    17 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Salesforce, link PandaDoc to multiple Salesforce Objects

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Embed Code to PandaDoc

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Page borders

    8 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  7. Connect to Multiple Hubs in Hubspot per workspace

    We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Remove images from email notifications

    Delete images in notification emails sent from PandaDoc such as the profile image, little arrow on the forward box, and the company logo image.

    2 votes

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

    4 votes

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    1 comment  ·  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!

  11. 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

    5 votes

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

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  13. 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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  14. 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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  15. Choose line spacing for pricing table descriptions

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. 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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  20. Inline comments in templates

    25 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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