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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. Pass formula fields from Freshsales with commas

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    133 votes

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    14 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Description as a separate column

    The option to have a description in pricing table as a separate column (Ev2).

    8 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. "Get Started" button in the bottom right corner

    How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. allow payment forwarding after another recipient signs to a user this isnt a recipient

    allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. Route CRM generated documents into PandaDoc folders

    Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  7. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    20 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  8. Localization: another language for internal notifications

    The option to make internal notifications (like X has viewed, Y has completed) appear in another language.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Localization: Page numbering in another language

    The option to change the page numbering (in PDF) to another language (Dutch).

    9 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  10. Deal owner not included as CC

    The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. MS Dynamics: Stakeholder recipient support

    Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Lock fields when redlining

    After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. pass category field from ZOHO product into pandadoc pricing table

    pass category field from ZOHO product into pandadoc pricing table

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. live web document without having to assign 'Role

    live web document without having to assign 'Role'

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Add Graphs/Charts functionality

    35 votes

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    5 comments  ·  Content Editing & Design  ·  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!

  17. accept payment via Paypal subscription

    5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Usability Improvements  ·  Admin →
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  19. update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. map pricing table footer items to CRM fields

    Make pricing table footer fields available for custom mapping

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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