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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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  2. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    12 votes

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  3. Export sections of a document instead of the whole document

    4 votes

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  4. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Conditional approvals based on the Profit Margin in the pricing table

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  6. 30 votes

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  7. Add tags to many templates in one click

    6 votes

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  8. Customizable message when automatically receives completed PDF document to signors.

    17 votes

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  9. Option to only highlight certain lines in a table, not the entire border.

    19 votes

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  10. integration with workable

    3 votes

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  11. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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  12. 3 votes

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  13. when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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  14. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    26 votes

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  15. 10 votes

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  16. Ability to add optional items as in pricing table to the simple table

    3 votes

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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!

  17. Add the ability to process payments via ACH Authorize.net payment gateway service.

    26 votes

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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!

  18. 4 votes

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    1 comment  ·  Other  ·  Admin →
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  19. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    19 votes

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  20. We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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