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

(thinking…)

How can we improve PandaDoc?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

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

997 results found

  1. LeadConnector

    LeadConnector native integration.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  2. Pull products from Salesforce quote groups

    Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  3. Salesforce: product description mapping

    Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  4. Melio

    Hi, once API is up we really need melio integration.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  5. change the color of the download button

    change the color of the download button for the documents created via API

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  6. Qwilr

    Qwilr integration

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  7. Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  8. Log emails sent from PandaDoc in Salesforce

    When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  9. SmartSuite

    SmartSuite integration.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  10. Halo PSA

    Integration with Halo PSA

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  11. Give users who cannot edit ability to import from CRM

    When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  12. Clickable URLs from Salesforce

    Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  13. Webhook event for expired link

    Option to have webhook event for the expired link (if the document link expires)

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  14. Kommo CRM

    Integration with Kommo CRM

    3 votes
    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  15. Add QES toggle setting to Templates

    Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  16. Link PandaDoc documents to Stripe

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  17. Format data coming in from Salesforce

    Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  18. My Robin Payroll

    Integration with My Robin Payroll

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  19. add tags to documents created via zapier

    add tag to documents automatically via zapier

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  20. Webhooks for specific templates/documents

    3 votes
    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?
1 2 … 14 16 18 … 49 50
  • Don't see your idea?