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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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

    3 votes

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

    34 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!

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

    1 vote

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  5. 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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  6. Product Catalog - Ability to display video or a preview and not just a hyperlink

    1 vote

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  7. 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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  8. 2 votes

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

    4 votes

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

    1 vote

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  11. 1 vote

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  12. 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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  13. 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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  14. A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

    5 votes

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  15. support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?

    I'd prefer to have our IT department to supervise support requests and admins to have visibility.

    The only way is to CC them in a reply to the emailed ticket.

    Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.

    2 votes

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  16. As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    1 vote

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  17. Group users by country or custom property for billing and then report on those segments

    1 vote

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  18. enable and manage approval workflow on document level instead of having to set this on the template level.

    12 votes

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    2 comments  ·  Approvals  ·  Admin →
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  19. Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)

    1 vote

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  20. Option to send a PandaDoc document when a new lead in generated in Pipedrive

    1 vote

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