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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7630 results found

  1. Prevent backdating for date fields

    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. See upcoming subscription renewals

    Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Export/Back Up/Download Image library

    7 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  4. Remove X sent you the document from the email.

    Remove X sent you the document from the email.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  5. page number variables ev2

    page number variables ev2

    7 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. convert pptx file types to editable content

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    7 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. The ability to pay the document right after you sign it

    When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    7 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  11. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Hide Grand Total Settings

    Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. [Bulk send] email design

    Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  14. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Export Report of a Single Document

    Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. More text font size options (right now, only even numbers allowed)

    Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Support IdP Group Sync & Group-Based Workspace Assignment via SCIM

    Enable SCIM group object provisioning and support dynamic workspace, role, and license assignment in PandaDoc based on IdP group membership (Okta, Entra, or other SAML/SCIM providers).

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot

    When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. CPQ Workflows report for tracking usage

    We would like to track CPQ workflows usage to see how our users are adopting the new process.

    6 votes

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    0 comments  ·  Workflows  ·  Admin →
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