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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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7325 results found

  1. At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear

    6 votes

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  2. Be able to set up auto-reminders per signer, not only per document

    24 votes

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  3. 12 votes

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  4. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 votes

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  5. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values

    16 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!

  6. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    16 votes

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  7. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  11. 1 vote

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  12. I want to integrate with MS Dynamics GP

    2 votes

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  13. Integration with proprietary CRM

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. Be able to use ACH payments with Quickbooks payment gateway

    131 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!

  15. Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.

    2 votes

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  16. PandaDoc signature certificate isn't sufficient for my client's compliance standards.

    3 votes

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  17. 16 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  18. 2 votes

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  19. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    7 votes

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  20. When viewing a pandadoc on a mobile device (not through the pandadoc application) the words of a document become garbled. (coding for mobile web is not user friendly)

    2 votes

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