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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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7218 results found

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

    1 vote

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  2. 8 votes

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  3. 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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  4. 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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    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  5. 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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  6. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. 4 votes

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  8. 1 vote

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

    98 votes

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

    3 votes

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  11. 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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  12. 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!

  13. Would like to be able to send emails with high priority.

    2 votes

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  14. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    93 votes

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

    38 votes

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

    3 votes

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  18. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  19. Customer would like to be able to adjust the expiration date after the doc has been sent via the mobile the same way it can be done via the web app

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  20. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    2 votes

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