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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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14 results found

  1. Allow automatically inserting images to the quote builder from a CRM or other integration.

    1 vote

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  2. 1 vote

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    Early access  ·  0 comments  ·  Automations  ·  Admin →
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  3. Availability to use custom variables for the forms (at the moment only role variables can be used)

    62 votes

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    7 comments  ·  Forms  ·  Admin →
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  4. Update salesforce opp once the document is completed without Zapier.

    6 votes

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  5. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    15 votes

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  6. To have the ability to save documents in google drive from PandaDoc

    18 votes

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  7. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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  8. Possibility to send a payment reminder to the recipients in Editor 2.0

    136 votes

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  9. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    62 votes

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  10. 34 votes

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  11. Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

    2 votes

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    Hi,
    Good news: we have already started working on this feature, and it's now ready for Early Access. Establish a secure and organized collaboration space for your deals — a central hub for organizing resources, sharing documents, and seamlessly collaborating and negotiating with your buyers. If you'd like to test it, reach out to our support team at support@pandadoc.com. You can also reach out to your Account Manager or Customer Success Manager if you have one. 

    Here's where you can learn more about it - Rooms.

  12. Ability multiselect fields with bulk actions
    NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)

    290 votes

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    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

  13. Ability to redirect a recipient to a custom URL when they complete a document.

    443 votes

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    Hey there! Great news – the redirect after completion feature is now available for early access 🎉 

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process.

    If you're interested in enabling it for your use, feel free to message me back.

    Igor, Product team

  14. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    423 votes

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