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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    21 votes

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    6 comments  ·  Recipient Experience  ·  Admin →

  2. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    Auto Place fields even without field tags.

    21 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. Field with tokens (variables)

    Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    21 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Create template via API

    API call to create a template.

    21 votes

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    2 comments  ·  API  ·  Admin →

  5. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    21 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  6. Allow admins to change other users' emails, names, and passwords

    Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    21 votes

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    7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  7. More Robust Analytics Reporting

    The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    21 votes

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    4 comments  ·  Documents & Data Management  ·  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!

  8. Copper link to deal

    Option to link a document to a opportunity/deal in Copper

    21 votes

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    3 comments  ·  Integrations  ·  Admin →

  9. EV2: Add Images to Catalog Items for Pricing Table

    Make a way to display images attached to catalog item inside a pricing table

    21 votes

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    1 comment  ·  Admin →

  10. Stripe: send invoice after payment was made

    Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    20 votes

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    2 comments  ·  Quote to Cash  ·  Admin →

  11. [Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies

    Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    20 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →

  12. add tags to multiple documents

    adding tags to multiple documents

    20 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →

  13. Conditional Content Approval

    Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    20 votes

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    1 comment  ·  Approvals  ·  Admin →

  14. Allow user access to certain document folders or documents

    20 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  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!

  15. An option to use a custom fields with data merge in Hubspot

    an option to use a custom field with data merge in Hubspot

    20 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  16. Filter the PandaDoc Inbox by "To sign" or "Signed"

    Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    20 votes

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    5 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there, 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.

    Have a wonderful day!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  17. Adjust / reduce the spacing (move closer) between two blocks

    Ability to adjust the spacing between bullets and text

    20 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →

  18. Allow to use templates from different workspace in HubSpot without switching workspaces

    It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    20 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →

  19. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    20 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →

  20. Link documents from PandaDoc to Zendesk Sell

    Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    20 votes

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

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

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