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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. Preserving the recipient preassigned to a role on a template when creating a document from it in the mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  2. Ability to pull information about products from salesforce to a document as variables/tokens

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Bind PD documents to be seen on the Microsoft Dynamics 365 forms

    Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Signature with Conditional Approvals

    It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  5. Autotask

    integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Drag & drop feature for touch devices (iPad)

    Drag and drop feature for touch devices

    1 vote

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  7. Preview bulk send before sending

    Preview what one doc would look like before sending via bulk send

    39 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

  8. The ability to reassign conditional approvals

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  9. improve generated PDF quality

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Distinguish recipient status in the doc list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Ability to show discount per month for pricing table line item (before multiplier applied)

    Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    6 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. pull products(related object) of a custom object in Salesforce to the pricing table

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Bulksend report

    Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Make drawing signatures more precise

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  16. Fields locking for other account's members / Lock field location by content locking

    14 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. More prominent Print button (recipients view)

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Export/Back Up/Download Image library

    7 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  19. Field with tokens (like Ev1)

    Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    19 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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