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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7356 results found

  1. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  2. hide the option to Create a trial account when the document is completed

    1 vote

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  3. Customer would like to create a conditional rule base on the recipient's selection and not on variable

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. 5 votes

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  5. Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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  6. Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

    4 votes

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  7. Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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  8. View a list of all unused variables within the account

    1 vote

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  9. Ability for radio button default to reduce from x2 to x1 or add it as 1 at a time.

    2 votes

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  10. Will allow the user to send 2 separate emails to the Approval Groups

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  11. Ability to access templates without a user license

    2 votes

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  12. Ability to remove / customize quick access templates preview

    5 votes

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  13. Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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  14. 1 vote

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  15. add Maverick payment gateway

    1 vote

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  16. a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.

    1 vote

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  17. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    7 votes

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  18. I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.

    2 votes

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  19. Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. 2 votes

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