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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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5387 results found

  1. Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.

    3 votes

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  2. 1 vote

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  3. 1 vote

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  4. Keyboard shortcuts to fill in fillable fields

    1 vote

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  5. Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.

    2 votes

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  6. Option to sync Deal amount to Document value with out the use of pricing table

    6 votes

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  7. I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.

    If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state

    6 votes

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  8. Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    98 votes

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  9. 4 votes

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  10. 8 votes

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  11. I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    2 votes

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  12. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    7 votes

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  13. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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  14. We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    48 votes

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    Hi. 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!

  15. send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    12 votes

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  16. collect checks with Quickbooks

    7 votes

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  17. 3 votes

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  18. Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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  19. 1 vote

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  20. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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