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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Ability to view payment clicks, or the user who already click the payment button.

    1 vote

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  2. Link Inbox so 2 users can view it.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. add tag to documents automatically via zapier

    3 votes

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  4. 7 votes

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  5. Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    22 votes

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  6. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  7. We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. 7 votes

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  9. Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    13 votes

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  10. Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!

    1 vote

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  11. Update document value when set up a custom payment amount in the payment block.

    5 votes

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  12. 8 votes

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    2 comments  ·  Approvals  ·  Admin →
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  13. 10 votes

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  14. In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    4 votes

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  15. Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    4 votes

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  16. Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
    This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?

    1 vote

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  17. Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).

    2 votes

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  19. A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.

    Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.

    2 votes

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  20. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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