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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7277 results found

  1. drag and drop series of checkboxes

    5 votes

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  2. fields should not shift while removing rows from the table

    5 votes

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  3. Ability to embed a 3D model.

    5 votes

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  4. I was wondering if there is a way to make the checkboxes in a pricing table larger. Right now they are difficult to check on mobile devices.

    1 vote

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  5. 1 vote

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  6. FormSwift has this. I would like to be able to get this item from PandaDocs without switching document generating sites.

    1 vote

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  7. 4 votes

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

    3 votes

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  9. 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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  10. 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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  11. get the PDF directly to Monday and not a link

    7 votes

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    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  12. 5 votes

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  13. 5 votes

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  14. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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  15. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  16. triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. 8 votes

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

    7 votes

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    1 comment  ·  Automations  ·  Admin →
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  19. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    8 votes

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  20. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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