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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Edit the email message when document has been approved

    remove or modify the message "Feel free to send the document now." when a proposal has been approved

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  2. Pass checkbox fields from Pipedrive into PandaDoc

    Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. page number variables ev2

    page number variables ev2

    7 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Pass Deal Info From Hubspot Using Zapier

    Be able to pass deal information using Zapier and Hubspot

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Products in different languages and currencies with the same SKU in Catalog

    How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    27 votes

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    Idea  ·  4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Ability to limit font type options for signatures when recipients choose to type their signature

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  7. Airtable

    PandaDoc Integration with Airtable

    25 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. Zero CRM

    Zero CRM Integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.

    Customer's statement:
    Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables

    8 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. The ability to send the emails out from another tool with a link to the PandaDoc document

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. Customized option to show

    To show only the information related to the section the recipient chooses.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis

    We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Tagging of PDF's

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Ability to link PD documents to Freshsales deals

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Page number visible in web version

    Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    234 votes

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    15 comments  ·  Content Editing & Design  ·  Admin →
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  17. Text formatting for saved messages

    32 votes

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    6 comments  ·  Documents & Data Management  ·  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!

  18. Turn on signing order as a default setting for the account.

    A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    19 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  19. Place content blocks/Images inside of another Content block

    Ability to lay images or other content blocks within another content block.

    100 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  20. [Bulk action] Select and add CLIs to the document

    The option to add different CLIs at once (select them together and add to the document).

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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