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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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7482 results found

  1. It would be helpful to have a "Select All" feature in Content Library. This would allow us to deselect only the folders or items we want to keep.

    1 vote

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  2. Integrate with Nutshell

    1 vote

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  3. 2 votes

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  4. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    13 votes

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  5. Option to export the list of expiring soon documents

    2 votes

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  6. Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    5 votes

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  7. 26 votes

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  8. 15 votes

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  9. 1 vote

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  10. Ability to copy and paste tables from third-party applications, like Google Sheets or Microsoft Excell, without losing formatting.

    8 votes

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  11. Customer would like to have the option to only enable one option for suggest edits using PandaDoc or Microsoft Word

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Show product descriptions on the catalog's main page

    1 vote

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  13. Replace source file from different PDF files

    1 vote

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  14. 1 vote

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  15. a bandwidth for pricing based on time

    1 vote

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  16. Option to add smart content based on conditional rule: 'if not null'

    1 vote

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  17. 2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  18. Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Ability to bundle more than 10 documents in a bundle

    63 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  20. 1 vote

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