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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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7351 results found

  1. Option for the recipient to adjust values in the dropdown as well as select the option

    1 vote

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  2. 2 votes

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  3. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    8 votes

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  4. Option to add approval info to the signature certificate, for example, "Read and approved"

    53 votes

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  5. I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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  6. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    9 votes

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    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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  7. Ability to change multiple instances of the same word at once.

    6 votes

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  8. Have the ability to receive a PDF of the notification to view on mobile.

    1 vote

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  9. Option to set a rule where the second signer is only required if their presence is indicated

    1 vote

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  10. showing changes in documents requiring approval.

    2 votes

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  11. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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  12. Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc

    1 vote

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  13. 7 votes

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  14. Customer would like to post information on the fields from their custom CRM to the templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  15. Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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  16. 2 votes

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  17. Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

    5 votes

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  18. The autosnapping is not helpful and actually quite frustrating.

    1 vote

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  19. Ability to tag a client within the saved message.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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