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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

  1. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. text next to radio buttons

    Ability to have a text field attached next to radio buttons.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Copying a document from the document page

    Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  4. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  5. ability to use invites to other workspaces when SSO is enabled

    currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Smart content: rule 'contains' or 'does not contain'

    Add a rule which say 'contains' or 'does not contain'

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. download signature from the signature field

    download signature only from the document

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. improved collaborators feature: track changes

    show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    7 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. highlighted table cell makes white text invisible

    When you highlight or click into a table cell, it makes white text very hard to see or edit.

    7 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  11. ability to pull negative numbers from salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Re-arrange pre-selected smart content within a module.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  13. The ability to turn off the pop-up asking to save the document as template

    Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    7 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  14. allow recipients to choose a payment method

    allow recipients to choose a payment method

    7 votes

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    4 comments  ·  Quote to Cash  ·  Admin →
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  15. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Conditional recipients

    It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].

    7 votes

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    1 comment  ·  Automations  ·  Admin →
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  17. Hide signatures from other signers

    We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Multi-stage Approval Workflow for Approver Group

    Approver A approves the document, only then it goes to Approver B for the final approval

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  19. calculate subtotal for 1 item in pricing table

    calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    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

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