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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 6 votes

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  2. The integration still doesn’t show the Amex logo

    11 votes

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  3. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    15 votes

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  4. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    2 votes

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    1 comment  ·  Other  ·  Admin →
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  5. 56 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!

  6. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    7 votes

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  7. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    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!

  8. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    9 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. Pricing table column will be hidden if there is no value once the document is generated.

    7 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. enable optional items for all line items instead of enabling them one by one.

    2 votes

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  11. Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    5 votes

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  12. 3 votes

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  13. hide the discount column automatically if the discount is 0%

    29 votes

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    4 comments  ·  Automations  ·  Admin →
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  14. if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    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!

  15. 15 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!

  16. 5 votes

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  17. 4 votes

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  18. copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.

    9 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!

  19. Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  20. 4 votes

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