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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6612 results found

  1. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  2. When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.

    3 votes

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  3. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    3 votes

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  4. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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    2 comments  ·  Payments  ·  Admin →
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  5. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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  6. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    19 votes

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  7. Download signature created or uploaded in PandaDoc account onto devices.

    3 votes

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  8. Fill column color (change column background color)
    select entire column and change the background color all at once instead of 1 cell at a time.

    3 votes

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  9. Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes

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  10. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    19 votes

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  12. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  13. "I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com

    2 votes

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  14. 2 votes

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  15. The ability for the Sender to collect the completed document from the recipient via a link.

    1 vote

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  16. Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674

    Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.

    1 vote

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  17. To have a native "read aloud" feature which reads everything on the document

    1 vote

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  18. The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

    3 votes

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  19. Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.

    2 votes

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  20. When some workspace is active, an option to access PandaDoc using the API-key of other non-active workspaces.

    1 vote

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    0 comments  ·  API  ·  Admin →
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