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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6100 results found

  1. Total Documents Icon

    Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

    Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Confirmation before sending to added recipient

    At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to remove custom formatting of the text so that theme settings are applied EV2

    Currently custom formatting is overriding the theme settings and there is no way to remove it

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. An email notification about a doc being updated (=edited and resent)

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Ability to pull information about products from salesforce to a document as variables/tokens

    2 votes

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    Not Planned  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi there,

    Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.

    Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.

    That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.

  7. The ability to reassign conditional approvals

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  8. Distinguish recipient status in the doc list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Tagging of PDF's

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. ability to link a custom field in Salesforce to the grand total (document value)

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. A way of marking a completed document as amended

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Import fonts as a global settings which applies to new templates and documents

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Ability to backup account data manually

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Email attachments from upload fields to a sender

    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Add functionality/fields to User Profile

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Ev2, document link to be viewed

    The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. [Catalog] Order by SKU code

    The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. discount to pass in Zoho(if not quotes)

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. EV2. MS Dynamics - Ability to update document info for EV2 documents/.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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