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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5371 results found

  1. Create/access Rooms from Pipedrive CRM

    Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms

    4 votes

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    0 comments  ·  Rooms  ·  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!

  2. Forms: receive only the completed document notification to the pre-assigned email

    Receive only the completed document notification to the pre-assigned email in Form

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Custom message when sending via SMS

    Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    7 votes

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    0 comments  ·  Sharing & Collaboration  ·  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!

  4. Integration with Flywire

    Payment Integration with Flywire

    3 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  5. Suggest edits on uploaded documents

    Suggest edits on uploaded documents

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Smart Forms Send via text (SMS)

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. Walkthrough Arrow for Pricing Table Line Items

    'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Reporting: show the signature date of each recipient

    Reporting: show the signature date of each recipient

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Quote builder: ability to use fractional numbers within the QTY column.

    Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Unhide cost column by default

    Unhide the cost column by default

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. add multipage Content library items to the existing page not as a new page in the doc (leaving blank space)

    Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Company Cam Integration

    The option to integrate PandaDoc with the app called Company Cam.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Custom Role - restrict usage of reminders

    Custom Role - restrict usage of reminders

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Implement AI to enhance document formatting

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Automatically remove unfilled variables before clicking the Send button

    Automatically remove unused variables

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Decline document button for UI more obvious for recipients

    Make decline document button more obvious in the UI

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. Custom page sizes

    Introduce more page sizes to the document editor:
    * Tabloid size paper - 11 x 17 inches
    * Custom sizes

    State your format in the comments!

    98 votes

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    15 comments  ·  Content Editing & Design  ·  Admin →
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  18. API: option to setup autofill with signing date when creating documents via PDF

    Option to set autofill with signing date when creating documents via PDF

    2 votes

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    0 comments  ·  API  ·  Admin →
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  19. Download the body of the document email message

    Download the body of the document email message

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Smart content: ability to add into the footer

    Smart content: ability to add into the footer

    13 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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