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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Zoho trigger status for expired documents

    Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  2. Restrict document creator to fill out fields assign to recipients when a document is in Draft

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  3. Pull currency symbol into the text column from CRM to PandaDoc

    Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  4. change the HubSpot deal status when the document is approved

    change the HubSpot deal status when the document is approved

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  5. Image autofills the block rather than expand

    Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.

    We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  6. Ability to manually change the date of document creation/completion

    Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    2 votes

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    0 comments  ·  Other  ·  Admin →

  7. Table: distribute columns evenly

    To have the possibility to select two or more columns in a table and distribute to make them the same size.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  8. Rooms - Multi-select documents for one task

    It would benefit to multi select several documents at the same time for a specific task.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  10. Ability to upload more than 10 files to Attachments

    Ability to upload more than 10 files to Attachments

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  11. Map Number Sequence in Document Title

    Map the sequence number in document title

    2 votes

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    0 comments  ·  Other  ·  Admin →

  12. Files attached to a document to pull over into the new version of the document upon being duplicated

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  13. Add option to send a reminder on a document in "Waiting for payment" status.

    Add option to send a reminder on a document in "Waiting for payment" status.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  14. Next and Previous buttons for Comments

    Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  15. Add Custom Fonts to Company Branding

    As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  16. Automations: send a document when a new lead in generated in Pipedrive

    Option to send a PandaDoc document when a new lead in generated in Pipedrive

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  17. Content Library - Ability to save whole document

    Ability to save whole document/contracts instead of per page only.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  18. Recipient Groups in Forms

    We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →

  19. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  20. Including Bundle Item Prices in Quote Builder Subtotal

    The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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