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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. Ability to remove Document Reference (Document-Ref) and page numbering

    Ability to disable footer contents (Document Reference and page numbering)

    58 votes

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    8 comments  ·  Content Editing & Design  ·  Admin →
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  2. Ability not to select or tie email address to recipient

    Ability not to select or tie email address to recipient

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. recognize similar template/documents

    make PandaDoc automatically recognize similar templates/documents

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. [HubSpot] send document notifications

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. RouteOne

    We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. DealerTrack

    We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Bulk upload of documents automatically converting to templates

    • Will allow user to mass upload of document to template
    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. View exact time (timestamps) in audit trail section

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Add multiple text blocks at a time

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Stop Payment Reminders on sent

    Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Pre-define table and cell size

    It would be useful to be able to manually set the size of a text block or table on a template so that when variables pull in text, the size of the text block or table cell doesn't vary between documents.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Have Document Summary on the left hand side panel without the Table of Contents

    Allow the addition of a Document Summary without having the Table of Contents

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Cloze CRM

    Integrate with Cloze CRM to automatically generate contracts

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Automatically reattach the signed docs to leads profiles when switching to a different CRM

    PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Get audit trail details via api (Recipient Status via API)

    ability to get audit trail details via api including recipient status

    23 votes

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    6 comments  ·  API  ·  Admin →
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    Being Evaluated  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  16. Allow sending emails from our own domain

    Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. Option to show tha IP address on the document

    Will allow the user to Add the IP address or auto opulatye it using variables

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Option to view documents from removed/archived Workspace

    Option to view documents from removed/archived Workspace

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Salesforce: Manually change document status within Salesforce

    Manually change document status in Salesforce Integration to decline contracts as necessary

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Select the whole pricing table as a multiple choice option.

    Multiple choice option on multiple pricing table.

    This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
    - same as multiple option on function

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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