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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    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!

  3. 4 votes

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  4. 1 vote

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  5. The Nutshell integration to be made available for accounts in the EU server.

    2 votes

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  6. Have the ability to add in SMS verification to bulk send

    5 votes

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    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!

  7. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    3 votes

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    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. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    2 votes

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    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!

  9. 4 votes

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  10. SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
    Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

    2 votes

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  11. Ability to retrieve the data of products within a Product Bundle via API

    5 votes

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  12. right now you can only merge rows but not columns

    6 votes

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  13. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  14. 9 votes

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    0 comments  ·  API  ·  Admin →
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    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!

  15. 1 vote

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    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!

  16. The ability to enable recipients to not have to input recipient information before singing a form

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Redirect recipient to a custom URL upon completion based on certain conditions.

    5 votes

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  18. Embedded form: hide the section on the top of the form that displays a recipient's email address

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. The ability to have conditional logic on text block not just text fields.

    5 votes

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  20. I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

    6 votes

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