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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. Change the default reply-to email address

    25 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  2. link document to a Deal after it has been created from an organization object (Pipedrive)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Ability to send password-protected documents in bulk

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Reset branding

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. customize triggers for Zapier setup

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Bulk sending of multiple documents via link sharing

    13 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Conditional Logic in creating documents in Salesforce

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Display the doc Sender's name as Sender in all PandaDoc notifications (i.e. Document Completed by all participants)

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Move Checkbox

    Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. PandaDoc supports SVG images

    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  11. A Paid badge in PDFs of paid documents

    A PDF of a paid document should include the PAID badge, the same as the web view version

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Adding different prices for one item in catalog

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    357 votes

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    34 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  14. Add value on textfields using CRM variables

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Schedule Sending documents

    Ability to schedule when to send a document

    259 votes

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    26 comments  ·  Automations  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  16. Improve Renewal Notifications

    8 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Growth: Pause subscription

    0 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Pricing Table calculations: Excel Formulas.

    Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    665 votes

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    67 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Allow a PandaDoc user to see when an expired document is opened

    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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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Salesforce, link PandaDocs to a custom Salesforce object

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

    28 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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