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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7126 results found

  1. Validation that the address is a confirmed street address

    9 votes

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  2. The ability to send declined document notifications to CC'd recipients as well.

    Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.

    9 votes

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  3. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)

    9 votes

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  4. link an existing document to an item in Monday through the integration?

    9 votes

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    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  5. 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.

    9 votes

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  6. It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    9 votes

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  7. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    9 votes

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  8. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    9 votes

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  9. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Set up field height and width while creating documents from a PDF via API

    9 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  11. Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    9 votes

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  12. Automatically add Pipedrive custom product fields to pricing table

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. ability to access uploaded file by the signer in a completed document

    9 votes

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  14. Option to delete a section header in the Pricing table without deleting the rows within the section

    9 votes

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  15. ability to create Stripe products from the Stripe payment integration

    9 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  16. Ability to connect with Bill.Com

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Compatibility with external signature pads i.e. topaz signature pad

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. 9 votes

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  19. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Would love to see the ability to pull product info from Shopify.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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