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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6650 results found

  1. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    14 votes

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  2. Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

    2 votes

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  4. 3 votes

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  5. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    40 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  6. mobile app in Amazon app store

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  7. 2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    14 votes

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  9. add clickwrap as an additional safeguard for contract signing.

    31 votes

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  10. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. The option to search from Documents tab by status and tag simultaneously.

    19 votes

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  12. 18 votes

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  13. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    49 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. 

    However, if you need the info regarding which template your document was created from, please feel free to reach out to our Support team!

    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!

  14. Make the optional items in pricing table required for the customer to choose.

    65 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.

           - Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
           *Important: Make sure at least one field is assigned to the recipient to interact with the quote.
           - Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
           Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'

    More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

  15. 6 votes

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  16. Automatic creation of blank page when the text leaves the borders of the previous page (Ev2).

    3 votes

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  17. 4 votes

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  18. 2 votes

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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. Be able to paste images into editor instead of uploading using an image block

    35 votes

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