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Ideas to Improve PandaDoc

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  • 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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  1. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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  2. User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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  3. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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  4. 8 votes

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  5. Select and edit several documents at once.

    8 votes

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  6. Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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  7. The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    8 votes

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  8. move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).

    7 votes

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    4 comments  ·  Automations  ·  Admin →
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  9. Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product…

    7 votes

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  10. 7 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  11. Requesting an integration with NMI as a payment gateway.

    7 votes

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  12. Ability to change the background color of the email received by the recipient

    7 votes

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  13. Option to delete pages for conditional (smart) content on a document level

    7 votes

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  14. Ability to remove a signer after the document has been sent

    7 votes

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  15. 7 votes

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  16. 7 votes

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  17. My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    7 votes

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  18. Ability to populate variables with fields' values.

    7 votes

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  19. Ability to restore templates

    7 votes

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

    7 votes

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    0 comments  ·  Other  ·  Admin →
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