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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7116 results found

  1. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    17 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Ability to pull account data from ZD support to PandaDoc.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Automatically send the document once it is approved.

    90 votes

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    12 comments  ·  Approvals  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  4. Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. 2 votes

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  6. 6 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  7. Edit documents that user would like to send in bulk

    17 votes

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  8. Ability to mass export variables list from the document or the template.

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. 13 votes

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  10. An option to save custom variables / tokens to be used across templates.

    32 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!

  11. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    45 votes

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  12. Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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  13. Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    6 votes

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  14. 9 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  15. 2 votes

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  16. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. document value should be changed to the paid amount

    3 votes

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  18. if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be changed

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. 1 vote

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  20. "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    8 votes

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