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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6101 results found

  1. Send a document to a different approver if the first one did not approve within the estimated period of time

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  2. PandaDoc mobile app and Monday CRM mobile app integration.

    PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Pass custom fields from Hubspot via product mapping

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Smart content to work with attachments

    Smart Content + Attachments

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Bulk sign: Ability to sign multiple documents at once in the inbox.

    Sign several documents at once.

    74 votes

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    8 comments  ·  Other  ·  Admin →
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  7. ability to download document in HTML

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Suggest edits email customization: remove summary of redlines in email notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Extract data from fields in documents sent in bulk in a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. drag and drop series of checkboxes

    drag and drop series of checkboxes

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. fields within rows should not shift while removing rows from the table

    fields should not shift while removing rows from the table

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Ability to embed a 3D model.

    Ability to embed a 3D model.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Dropdown of the state postal code abbreviations

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. When a document is complete (wet signature) would like to upload multiple docs when changing the status

    When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Compile documents of merged HubSpot objects

    When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Smart Content - Selection between One long page or Separate pages

    Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. The ability to keep the paragraphs aligned even when using tiered numbering.

    For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  20. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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