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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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7370 results found

  1. Resize the table in the Reporting section

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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  3. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    42 votes

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  5. Option to change the image background color

    4 votes

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  6. The ability to restore catalog folders that have been deleted.

    3 votes

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  7. active hyperlinks in the uploaded pdfs

    3 votes

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  8. 2 votes

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  9. 1 vote

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  10. Option to present/get repoting data in Power BI

    1 vote

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  11. sign in just with Google only

    3 votes

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  12. ability to edit margin

    3 votes

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  13. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    41 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  14. Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    6 votes

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  15. calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    7 votes

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  16. The ability to assign only specific contacts associated with Hubspot deal
    the rest contacts that do not match the rule will not be added to the document

    10 votes

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  17. 2 votes

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  18. 3 votes

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  19. way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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  20. "We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"

    2 votes

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