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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7242 results found

  1. Sign all signature fields separately (without automatic filling with the previous signature field's value).

    1 vote

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  2. Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024

    1 vote

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  3. Import colors from Google

    2 votes

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  4. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    3 votes

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  5. Option to use document forwarding when the recipient verification is enabled

    1 vote

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  6. 5 votes

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  7. 54 votes

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  8. PandaDoc module for BambooHR

    2 votes

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  9. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    8 votes

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  10. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    11 votes

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  11. When we get documents with a large number of pages that all need to be stamped and it's a lengthy process to do each page individually so we would like to have a feature to stamp multiple pages at once

    1 vote

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  12. Ability to upload your own Custom Theme to the document.

    2 votes

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  13. We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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  14. Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.

    4 votes

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  15. Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.

    6 votes

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  16. Add Estimate price range in catalog as default.

    11 votes

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  17. The customer wishes to have the ability to conceal specific options from the dropdown menu accessed via the plus sign within the document

    1 vote

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  18. radio buttons populate same table section with fields assigned

    example: HR page for previous employer. If the radio button is selected as "yes" for previous employer, it will populate the same table with the assigned fields
    https://share.zight.com/4guRr56O

    Benefit of this feature would be useful to all HR use cases

    2 votes

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  19. currently, can only view 100 automations, ,pagination is one good idea to view all automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Automatically assign approvers to a template based on the currency of the template

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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