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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3795 results found

  1. Ability to add custom variables to PD contacts for use as role variables

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  2. Pro-rate line items

    The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  3. Option to create expandable text blocks / Option to expand and collapse text blocks

    Option to make a text block expandable if the content is too large.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  4. Template on PD mobile app

    Customer would like the template to be accessible in the PandaDoc mobile app in their iPad

    5 votes

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    0 comments  ·  Mobile  ·  Admin →

  5. Conditional rules for auto reminders

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  6. MS word feature [excess text will go on next page]

    MS word feature [excess text will go on next page]

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  7. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    5 votes

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    1 comment  ·  Automations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  8. Add Approval Workflow to Document In Draft Form (currently, can only do in a template)

    Current process:

    1. Create a new template OR create a template from an existing document and then polish it up
    2. Create document
    3. Realize there is no approval workflow
    4. Convert to template
    5. Add workflow to template
    6. Create document
    7. Delete document that was originally created in Step 2

    As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →

  9. Restrict folder without changing user role

    Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.

    5 votes

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    0 comments  ·  Other  ·  Admin →

  10. Sign a document twice (or multiple times) with different dates on it

    5 votes

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    1 comment  ·  Other  ·  Admin →

  11. Option to disable or customize the "Your team" field that appears when a user is joining an organization

    Option to disable or customize this prompt (by adding custom team options) when a new user joins.

    5 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  12. Set (all) Field Defaults by Workspace

    The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.

    For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  13. Create PandaDoc Documents records when using the Link to SF feature

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  14. No labels on Radio Buttons

    Have the option to add radio buttons without having to label them.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  15. Ability to add contact details from Monday deal

    Pandadoc X Monday.com

    On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…

    5 votes

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    0 comments  ·  Automations  ·  Admin →

  16. Ability to modify payment getaways on the document/template level

    Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations

    5 votes

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    3 comments  ·  Quote to Cash  ·  Admin →

  17. Set the image size with an API call

    5 votes

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    0 comments  ·  API  ·  Admin →

  18. A report of all documents created in PandaDoc showing the associated Hubspot deal

    Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  19. initials field - customization

    initials field - customization/personalized/modify

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  20. Importing Product Bundles from CRM

    Will allow the user to import Product bundle from the CRM

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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