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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    Ability to change PandaDoc icon in email (not workspace logo/profile image).

    12 votes

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    1 comment  ·  Other  ·  Admin →

  2. Option to create expandable text blocks / Option to expand and collapse text blocks

    Option to make a text block expandable if the content is too large.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  3. Ability to download JPEG images from Collect files field

    We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    8 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →

  5. Download documents directly to Google Drive

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  6. HubSpot 2-way sync: ability to pull back info from variables to HubSpot

    Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →

  7. HubSpot product text column to Pricing Table

    Customer would like to pass product text column to PT from HubSpot

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  8. Bulk send: Allow to use the same email address for different recipients if other data differs

    7 votes

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    0 comments  ·  Other  ·  Admin →

  9. Template on PD mobile app

    Customer would like the template to be accessible in the PandaDoc mobile app in their iPad

    5 votes

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    0 comments  ·  Mobile  ·  Admin →

  10. Product bundle: SKU

    Option to see the SKU of the bundle products in the bundle itself

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  11. Bulgarian Recipient View

    Bulgarian recipient view

    1 vote

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    0 comments  ·  Localization  ·  Admin →

  12. Ability to name each quote in a document and rename variables for each quote

    Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  13. Ability to set both, percentage and flat amount discount for different products within one pricing table column

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  14. Option for Total Cost in the pricing table

    • option for the user in adding Total cost in the pricing table
    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  15. Showing changes in documents requiring approval

    Highlight changes for approvers - this will be a quality of life update for most customers. They would be able to quickly see what has been changed on a document in order to move through an approval workflow that much faster.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →

  16. Change payer after sending document

    Customer would like the option to be able to assign or change payer after the document has been sent

    9 votes

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    0 comments  ·  Other  ·  Admin →

  17. Integration capabilities with WhatsApp

    Integration capabilities with WhatsApp

    11 votes

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    1 comment  ·  Integrations  ·  Admin →

  18. Send Customize email notification after document completion

    Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    17 votes

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    3 comments  ·  Other  ·  Admin →

  19. Reporting: see who viewed documents

    4 votes

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    0 comments  ·  Other  ·  Admin →

  20. Contacts: Allow creation of different contacts with the same email address

    Ability to create different contacts with the same email address (shared email address)

    11 votes

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    1 comment  ·  Other  ·  Admin →
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