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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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6306 results found

  1. Would like "Sentence Case" added to styles

    1 vote

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  2. Ability to set up custom Line spacing for entire text within the document.

    11 votes

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  3. Ability to change the name of the sender when the recipient receives the document

    5 votes

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  4. ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out

    4 votes

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  5. For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.

    1 vote

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  6. wish to receive one signature once the document is sent and the second one after 16 days

    1 vote

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  7. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Validation that the address is a confirmed street address

    8 votes

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  9. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    16 votes

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    Idea  ·  1 comment  ·  Automations  ·  Admin →
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  10. 79 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!

  11. option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  12. availability to set some fields as "not required" by default

    11 votes

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  13. pull the Salesforce lie items in the same order they are in SF

    11 votes

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  14. 27 votes

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  15. Allow the signer of the form to verify the email address as mandatory step to complete the form

    16 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  16. 3 votes

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  17. I want to add content to a document through the pipedrive integration or zapier that will add items from the content library

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    1 vote

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  19. We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. When uploading a PDF document as a template improve field recognition.

    9 votes

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