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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6974 results found

  1. Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    20 votes

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  2. Allow multiple themes when documents are bundled.

    20 votes

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  3. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    20 votes

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  4. an option to use a custom field with data merge in Hubspot

    20 votes

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  5. Instructional bubbles to guide recipients in filling out the document,

    20 votes

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  6. The ability to create or update templates and content library items that are accessible in one workspace.

    20 votes

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  7. Ability for page number to show left or right

    20 votes

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  8. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    20 votes

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    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

  9. Make it impossible to send a document if the required variables are not filled in

    20 votes

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  10. Change the document sender to any email without using Send on behalf.

    20 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  11. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    20 votes

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  12. Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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  13. ability to add items to dropdown field in bulk

    20 votes

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  14. The option to search from Documents tab by status and tag simultaneously.

    20 votes

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  15. 20 votes

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  16. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    20 votes

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  17. 20 votes

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  18. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. Customer would like the option to be able to copy templates to another workspace.

    19 votes

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  20. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    19 votes

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    2 comments  ·  Payments  ·  Admin →
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