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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6888 results found

  1. Ability to add text blocks to any place on the "content" type page.

    8 votes

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  2. Integration with Redmine

    1 vote

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  3. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  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!

  4. Calculate a total for a pricing table plus a regular table

    2 votes

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  5. Integration with workbooks

    1 vote

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  6. A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.

    1 vote

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  7. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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  9. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    29 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!

  10. Align the title in the center on the cover page automatically

    1 vote

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  11. By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Product Catalog - Ability to display video or a preview and not just a hyperlink

    1 vote

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  13. I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.

    1 vote

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  14. 2 votes

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  15. sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    3 votes

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  16. Option to edit document link thumbnail when the document link is shared with a recipient

    1 vote

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  17. 1 vote

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  18. A client has to create a signed ballot, would like to implement a rule to limit the number of checkboxes a user fills out

    1 vote

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  19. It would be more helpful if only the ones that needed to be signed shows in the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

    5 votes

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