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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7325 results found

  1. Pass files from SalesForce attached files to PandaDoc document as attached files

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  2. 12 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  3. 12 votes

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  4. PandaDoc localization in Russian.

    12 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  5. Expand Text formatting options:
    - Don't transfer text formatting when the text is copied from an external resource
    - PandaDoc Style settings are applied to the text copied from another source

    12 votes

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  6. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  7. Ability to send "Document Approved" notification to more than just the document creator.

    12 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  8. The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    12 votes

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    Idea  ·  5 comments  ·  Quote to Cash  ·  Admin →
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  9. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    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!

  10. Being able to share more than one content library item across workspaces

    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!

  11. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    11 votes

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  12. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    11 votes

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  13. Power Automate integration

    11 votes

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  14. The ability to create a custom Report using Fillable Field and/or Variable information.

    11 votes

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  15. Ability to set a primary owner of a workspace different than the Account Owner

    11 votes

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  16. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Integration capabilities with WhatsApp

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Option in zapier to change the email subject went document is sent

    11 votes

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  19. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    11 votes

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