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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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6612 results found

  1. Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).

    1 vote

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  2. Do not send a form if it is not completed

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Ability to receive notification emails for documents that await your signature (in the inbox).

    Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).

    1 vote

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  4. Option to add automatically label for fields (next to them).

    1 vote

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  5. Add document uuid to the PDF downloaded.

    1 vote

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  6. Integration with Kommo CRM

    3 votes

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  7. For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.

    5 votes

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  8. Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated

    5 votes

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  9. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Ability to adjust text fields size for sent document.

    2 votes

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  11. Set auto-reminder in one go for documents that have already been sent by bulk.

    26 votes

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  12. Ability to view if a completed document notification was sent to recipients. Possibly added to the Audit Trail.

    1 vote

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    • Will allow the user to user numerical value higher then 0, eg: "2.75" or "2.25" or "2.26" or "10.5" or "1000" or "7.5673" etc
    1 vote

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  13. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    2 votes

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  14. Inherit approval settings of an approved document when it is converted into a template

    2 votes

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  15. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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  16. pulling rich text field from Hubspot to PandaDoc

    7 votes

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  17. Ability to search for documents and templates by ID.

    6 votes

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  18. Customize footer page numbers, font size, font color and margins and padding

    65 votes

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    Hi there! Thank you for submitting your idea.  Unfortunately, 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!

  19. Ability for the account owner to restrict members from uploading documents/templates

    1 vote

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