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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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7661 results found

  1. Option to change the image background color

    4 votes

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

    3 votes

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  3. active hyperlinks in the uploaded pdfs

    3 votes

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  4. 2 votes

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  5. 1 vote

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

    1 vote

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  7. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    21 votes

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  8. Want to delete all instances of a variable in 1 click instead of removing them all manually.

    3 votes

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  9. ability of creating documents in Pipedrive without pre-assigning recipients from a dea

    3 votes

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  10. ability to edit margin

    3 votes

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

    6 votes

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  12. 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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  13. 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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  14. 2 votes

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  15. 3 votes

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  16. Ability to set default font for each heading

    9 votes

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  17. 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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  18. "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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  19. 1 vote

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  20. when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.

    1 vote

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