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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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6650 results found

  1. For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    4 votes

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  2. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  3. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  4. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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  5. 2 votes

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  6. Ability to change the sender email when sending via Bulk send.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    52 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!

  8. resize textfield to make smaller in ev2

    3 votes

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  9. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  10. Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

    2 votes

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  11. Select and edit several documents at once.

    8 votes

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  12. 2 way sync with Zoho CRM

    42 votes

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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.

  13. Set client's default email subject (instead of X has sent you the document).

    90 votes

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    Hi there! Unfortunately 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!

  14. Review the content of sent documents in Salesforce directly.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 1 vote

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    Idea  ·  0 comments  ·  Esign & Notary  ·  Admin →
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  16. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    124 votes

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  17. There should be a feature that allow you to combine templates and documents

    93 votes

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  18. 2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  19. Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

    2 votes

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  20. Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.

    Some examples would be
    1. Generate document name variable based on template name, customer company name, deal value and expiration date.
    2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
    3. Calculate a downpayment size using document value and a custom multiplier.
    4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…

    154 votes

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    Not planned  ·  Molly Abrams 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!

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