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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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7242 results found

  1. Ability to remove data in multiple fields at once

    1 vote

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  2. Hibob HR Software integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Ability to integrate with SecurityTrax

    3 votes

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  4. We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.

    3 votes

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  5. Ability to integrate with Google Calendar to use automation like sending documents.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  7. LeadConnector native integration.

    3 votes

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  8. 3 votes

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  9. Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically

    3 votes

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  10. It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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  11. "Required" value for fillable fields in getting template details

    4 votes

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    0 comments  ·  API  ·  Admin →
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  12. I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)

    1 vote

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  13. Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. The ability to make the 'fee' an optional selection on the pricing table

    3 votes

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  15. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    14 votes

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  16. Option to redact part of the text in the document

    5 votes

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  17. Quick and easy way to add CC on all documents sent from PandaDoc.

    6 votes

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  18. Ability to select the folder the uploaded documents are put into.

    1 vote

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  19. Ability to pass recipient job title (add title to the recipients mapping)

    2 votes

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  20. Have the ability to filter documents by contacts.

    2 votes

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