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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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438 results found

  1. Conditional Approvals feature Parity for EV2

    41 votes

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  2. 1 vote

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    0 comments  ·  Other  ·  Admin →
  3. how do i enable recipients to add comments against document content fro response back?

    23 votes

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  4. 38 votes

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  5. (between two payment systems as well)

    70 votes

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  6. Make PandaDoc QES compliant

    39 votes

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  7. The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

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    Released  ·  8 comments  ·  Other  ·  Admin →
  8. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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  9. The ability to remove the option. "sign in your chosen font".

    I need people to actually sign or upload a signature. A pretty font is not legal for our business.

    1 vote

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  10. I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  11. 53 votes

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    Released  ·  3 comments  ·  Admin →
  12. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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  13. There should be an option to add a customisation to the Table of Contents on EV2.

    67 votes

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    Released  ·  5 comments  ·  Admin →
  14. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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  15. Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Admin →
  16. Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    35 votes

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    7 comments  ·  Forms  ·  Admin →
  17. We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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  18. 75 votes

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  19. Ability to link non-draft documents to CRM records.

    56 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  20. filter documents by status, so that you could see only the chosen status

    1 vote

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