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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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7040 results found

  1. tokens for template embedded

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. disabling all reminders at a time

    18 votes

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  3. "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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  4. 2 votes

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  5. 2 votes

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  6. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    47 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!

  7. 1 vote

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  8. If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    27 votes

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  9. the ability to designate specific templates available to specific objects within Salesforce.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. 8 votes

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  11. ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  12. Hide some pages from one of the signers

    49 votes

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  13. Have the ability to highlight text

    8 votes

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  14. External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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  15. Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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  17. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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  18. Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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  19. Preview a template when you are in the "Templates" tab

    16 votes

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  20. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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