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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Attach a PDF copy of a document to an email regardless of this document's status

    33 votes

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  2. When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".

    32 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. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    32 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  4. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    32 votes

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  5. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    32 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!

  6. 32 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!

  7. 32 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!

  8. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    31 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!

  9. Approval workflow in forms

    31 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  10. An option to save custom variables / tokens to be used across templates.

    31 votes

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  11. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    31 votes

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    6 comments  ·  Other  ·  Admin →
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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!

  12. 31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  13. display fields when downloaded (recipient view) without signature

    31 votes

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  14. 31 votes

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    Idea  ·  6 comments  ·  Payments  ·  Admin →
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  15. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    30 votes

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  16. Conditional fields for content library

    30 votes

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  17. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    30 votes

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  18. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    30 votes

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  19. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    30 votes

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  20. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    30 votes

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    2 comments  ·  Payments  ·  Admin →
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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!

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