Skip to content

Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

443 results found

  1. 52 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. Use tab to jump to the next field to fill and assign field

    50 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  3. Integration similar to Salesforce but for Salesforce CPQ

    50 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

  4. Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.

    48 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    48 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  6. send a follow-up email/document after document completion

    46 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    8 comments  ·  Automations  ·  Admin →
  7. 46 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  8. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    43 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  8 comments  ·  Other  ·  Admin →
  10. Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  11. add image to table columns

    43 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  2 comments  ·  Admin →
  12. API support for document bundles

    42 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  13. customize the auto-reminder Time and Days

    42 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  14. 42 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  1 comment  ·  Other  ·  Admin →
  15. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    41 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  16. Conditional Approvals feature Parity for EV2

    41 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  17. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  3 comments  ·  Integrations  ·  Admin →
  18. Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    40 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. 40 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  6 comments  ·  Localization  ·  Admin →
  20. Integration with NetSuite

    40 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  • Don't see your idea?