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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7469 results found

  1. 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)

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Salesforce, link PandaDocs to a custom Salesforce object

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

    34 votes

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    3 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

  3. Automatic role transfer

    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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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. [Master settings] Autoreminders enablement

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

    6 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Catalog - Ability to update custom columns with a CSV

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Send on Behalf of for Bulk send

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

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Notifications for non-document participants (non senders)

    Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    90 votes

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    16 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  8. resize textfield to make smaller in ev2

    resize textfield to make smaller in ev2

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Unchecked boxes disappear once sent to client

    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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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. [Bulk action] Select and edit several documents at once

    Select and edit several documents at once.

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  12. 2 way sync Zoho

    2 way sync with Zoho CRM

    47 votes

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    6 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  13. Set client's default email subject (automatic subject)

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

    102 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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  14. Review the content of sent documents in Salesforce

    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. Different attached files for each recipient in Bulk send

    1 vote

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    Idea  ·  0 comments  ·  Esign & Notary  ·  Admin →
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  16. Combine/Merge Templates & Documents

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

    99 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  17. PayFlow Pro gateway support by the PayPal integration

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. Accept logo without modifications

    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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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Variables contain formulas: Excel formulas

    Option to put formulas into variables similar to Excel

    95 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Filter documents by products added from catalog

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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