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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Option to add content library items as attachments to the documents

    3 votes

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  2. template gallery in german

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  3. Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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  4. having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  7. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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  8. 2 votes

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  9. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  10. Ability to choose if a signature is to the left, centered, or to the right.

    14 votes

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  11. PDF upload improvements so the quality stays the same.

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Ability to add references to the pricing table.

    9 votes

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  13. Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  14. 1 vote

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  15. Currently system tokens must be filled manually while using our mobile application.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  16. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Change the recipient view language to Polish (as was available in within Classic Editor)

    5 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  19. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    50 votes

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  20. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    4 votes

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