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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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7109 results found

  1. Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    6 votes

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  2. 5 votes

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  3. The option to set the default size and font for a field so they appear the same.

    51 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!

  4. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  5. add the same image for multiple items in the catalog at the same time

    1 vote

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  6. 8 votes

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  7. Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.

    33 votes

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  8. Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    89 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  9. New wizard: the full list of the contact parameters when creating a document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 4 votes

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  12. 1 vote

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  13. There should be a feature that allow you to combine templates and documents

    98 votes

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  14. Shared with me folder to be available from HubSpot on EV2

    3 votes

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  15. At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    7 votes

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  16. 35 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. Would like to be able to send emails with high priority.

    2 votes

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  18. Seem like you've overlooked styling for dark mode in the Teams integration. Just been trying it out today, but the display could really do with some attention as shown in the screenshot attached.

    2 votes

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  19. Ability to add a specific expiration date for several documents at the same time

    38 votes

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  20. Allow to pass the formating for item descriptions for catalog items

    3 votes

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