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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. Solupay

    Connect PandaDoc with Solupay payment gateway

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. ev2 wrap text and make text smaller when recipients add long responses to text fields

    ev2 wrap text and make text smaller when recipients add long responses to text fields

    17 votes

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    Idea  ·  2 comments  ·  Usability Improvements  ·  Admin →
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  3. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. 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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  5. Ability to pull information about products from salesforce to a document as variables/tokens

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi there,

    Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.


    Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.


    That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.

  6. 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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  7. 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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  8. Autotask

    integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. 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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  10. Preview bulk send before sending

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

    41 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!

  11. The ability to reassign conditional approvals

    2 votes

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

    2 votes

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

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. 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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  18. Make drawing signatures more precise

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  19. 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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  20. More prominent Print button (recipients view)

    4 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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