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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2912 results found

  1. 8 votes

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  2. Allow to map quantity of items to certain variables

    8 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!

  3. The ability to edit the pricing table formatting in the template when using the data merge feature

    8 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!

  4. 8 votes

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  5. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    8 votes

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  6. 8 votes

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  7. Integration with Google Forms

    8 votes

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  8. well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    8 votes

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  9. Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 8 votes

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  11. 8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Filter contacts in PandaDoc based on contact info when adding as a recipient

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  13. 8 votes

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  14. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 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. 8 votes

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  16. Enable SCIM group object provisioning and support dynamic workspace, role, and license assignment in PandaDoc based on IdP group membership (Okta, Entra, or other SAML/SCIM providers).

    7 votes

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  17. Integration with n8n.io

    7 votes

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  18. Have a way to limit the clients response to the form sent to them

    7 votes

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    2 comments  ·  Forms  ·  Admin →
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  19. Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

    7 votes

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  20. Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    7 votes

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