Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
  2. Working TOC in PDF files (after downloading).

    10 votes

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  3. Add Report Abuse Button in documents

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  4. 1 vote

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  5. Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    3 votes

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  6. Recurring fees pull from Hubspot.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  7. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    2 votes

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  8. Be given the ability to adjust the size of columns and rows within tables.

    2 votes

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  9. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. 5 votes

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  11. Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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  12. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. Warn document creators that information required by them for fields is missing when sending documents.

    2 votes

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  14. At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. 9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  16. Ideally would like to track a new metric:
    - the time between all internal sales cycle of SOW development, so from the creation of a doc from the SA to the time it gets flipped to the AE to work, to the review time and time it takes for it to get sent. So drilling down on what components happen before the create to send metric we already track.

    1 vote

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  17. cover letter template

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  18. 1 vote

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  19. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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