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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2988 results found

  1. allow recipients to choose a payment method

    11 votes

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  2. 11 votes

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  3. add collaborator through API while creating a document

    11 votes

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  4. An ability to resize logo for the recipient's view

    11 votes

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  5. 11 votes

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  6. 11 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. Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    11 votes

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  8. Set up field height and width while creating documents from a PDF via API

    11 votes

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    1 comment  ·  API  ·  Admin →
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  9. Automatically add Pipedrive custom product fields to pricing table

    11 votes

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  10. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    11 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Be able to see the document expiration date variable filled in document before sending

    11 votes

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  12. Ability to connect with Bill.Com

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. 11 votes

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  14. notification if the recipient downloads or prints out the document?

    11 votes

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  15. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    11 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. 11 votes

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  17. Ability to map document field data into Pipedrive

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Change the document value currency once the currency is set in pricing table.

    11 votes

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  19. Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    11 votes

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  20. 11 votes

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