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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 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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  2. Tagging of PDF's

    2 votes

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

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 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.

    237 votes

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    15 comments  ·  Content Editing & Design  ·  Admin →
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  5. 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!

  6. 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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  7. Place content blocks/Images inside of another Content block

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

    101 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  8. [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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  9. Edit the Completed document with saving the signature

    The option to edit the Completed document with saving the signature.

    208 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →
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  10. Fields move automatically with text blocks: link fields to blocks

    fields stay in place and move with content of text blocks ev2

    129 votes

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    20 comments  ·  Usability Improvements  ·  Admin →
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  11. Upload docs to PandaDoc with the Print feature

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    9 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  13. "Pay here" custom button

    Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. HubSpot product description to be pulled into PandaDoc in a bulleted list

    Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  15. Placeholder for a field : Ev2

    Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. save initials in the account like signatures

    save initials in the account like signatures

    10 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Option to test payment on a document using Stripe (sandbox)

    Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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    3 comments  ·  Payments  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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.

  18. Zapier. Ability to update SF opp amount and products when a pricing in PD changes

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no

    change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Pass formula fields from Freshsales with commas

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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