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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7332 results found

  1. Improve drag and drop in EV2

    2 votes

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    Idea  ·  1 comment  ·  Usability Improvements  ·  Admin →
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  2. Add tag colors for further organization

    The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability to pull information about products from salesforce to a document as variables/tokens

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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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.

  4. The ability to reassign conditional approvals

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  5. improve generated PDF quality

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Distinguish recipient status in the doc list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Report for documents with reminders

    is it possible to have a report which documents have an reminder option on please?

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Auto Response with template

    A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  9. Customized option to show

    To show only the information related to the section the recipient chooses.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Tagging of PDF's

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Pass formula fields from Freshsales with commas

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. "Get Started" button in the bottom right corner

    How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. MS Dynamics: Stakeholder recipient support

    Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. map pricing table footer items to CRM fields

    Make pricing table footer fields available for custom mapping

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. 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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  16. Ability to sign with approved certificate

    I have a question: If one of the signers needs to sign with his approved certificate, is it possible toload one for a signer in Pandadoc? a signer has a statury position, it means that he has a legal responsibilty. He has a certificate provided to him by an approved authorization company. So he needs to sign with this certificate and it need to be shown inside the document
    Is there a way to load a certificate per signer?

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  17. 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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  18. The ability to transfer the description part of the Pipedrive catalog directly

    2 votes

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  19. PandaDoc add on for Gsuite

    2 votes

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  20. 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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