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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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6974 results found

  1. The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.

    2 votes

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  2. Being able to use Quote Builder with Transfer Data functionality.

    14 votes

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  3. Being able to share more than one content library item across workspaces

    11 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!

  4. Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Ability to add a meeting link (hyperlink) to the document email body

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Ability to secure forms with passwords/ sms verfications/ email verifications

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. Ability to change each individual background color for quote builder

    10 votes

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  8. It would be great to have more dynamic options to adjust payments schedule.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  9. Add account ownership changes to the audit log.

    3 votes

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  10. Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term

    3 votes

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  11. Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.

    1 vote

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  12. Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.

    2 votes

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  13. Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.

    2 votes

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  14. If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.

    2 votes

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  15. The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address

    2 votes

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  16. 2 votes

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  17. Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.

    1 vote

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  18. Please show the user roles assigned in the user list.

    1 vote

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  19. Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"

    This is confusing to some customer.

    3 votes

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  20. A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.

    3 votes

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