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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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

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  3. The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.

    24 votes

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  4. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. 109 votes

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  6. Highspot integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  8. 1 vote

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  9. Currently custom formatting is overriding the theme settings and there is no way to remove it

    2 votes

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  10. Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 1 vote

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  12. 2 votes

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  13. Recipiet view in Hebrew

    22 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  14. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. 3 votes

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  17. The option to draw lines and shapes (like in Word).

    84 votes

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    Not planned  ·  Molly Abrams 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!

  18. doc2doc for different workspaces

    1 vote

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  19. PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    2 votes

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  20. 2 votes

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