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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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7281 results found

  1. 1 vote

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  2. Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    1 vote

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  3. Option to sign in using Microsoft.

    • allow the user to signin using Microsoft
    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  4. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. To avoid starting the approval process from the beginning

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  6. Add the ability to make a field read only

    9 votes

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  7. 1 vote

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  8. change password using Pandadoc mobile

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  9. The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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  10. IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    6 votes

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  11. Capitalized Variable from CRM tokens

    2 votes

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  12. To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.

    2 votes

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  13. It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    6 votes

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  14. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    137 votes

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  15. Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  16. The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Would like "Sentence Case" added to styles

    1 vote

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  18. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. This would be great for links to external items such as your client testimonial videos or a link to schedule a meeting

    2 votes

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    Hello there,


    Thank you for your feature request regarding external links! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


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

    5 votes

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