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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.

    2 votes

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  2. Document Analytics would be easier to see the date directly instead of the number of days passed.

    2 votes

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  3. Documents in a bundle should be capable of being re-ordered.

    9 votes

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  4. It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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  5. 8 votes

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    1 comment  ·  Localization  ·  Admin →
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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!

  6. Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    12 votes

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  7. 1 vote

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  8. Pay to have someone fill in custom information in variables.

    1 vote

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  9. Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. Should be possible to use ticket object to create docs from Hubspot

    19 votes

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  11. 1 vote

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  12. enable optional items for all line items instead of enabling them one by one.

    2 votes

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  13. Option using zapier to update catalog items

    • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
    4 votes

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  14. if I go to pandadoc.com, and I was recently logged on, it should just take me to the dashboard. When it doesn't, I think that it's because my session expired, but when I click log-in it takes me to the dashboard without putting in my credentials.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    36 votes

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    2 comments  ·  Other  ·  Admin →
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  16. Need the option to move individual buttons in the radio button field to align them with other content in the document, like a table. When you want to locate one button per cell, it becomes difficult to align it inside the cell - center, right, or left. You have to move the entire field and make sure other buttons are located properly.

    2 votes

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  17. 2 votes

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  18. Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  19. when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    3 votes

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  20. Be able to add SMS verification to bundled documents.

    3 votes

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