Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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  2. 2 votes

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  3. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    5 votes

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  4. 2 votes

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  5. if you use the gmail trick where you add +1 to the end of someones email that is an ok workaround but the signature certificate doesn't hold a proper audit trail

    6 votes

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    3 comments  ·  Workflow  ·  Admin →

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  6. For accounts with multiple workspaces and larger teams, it would be convenient to be able to be able to invite users into multiple workspaces all at once, rather than needing to invite them individually.

    1 vote

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    1 comment  ·  Workflow  ·  Admin →

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  7. The customer wanted to disable scrolling option in mobile view.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →

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  8. When hubspot properties get automatically filled in, the scentence gets adjusted so the hubspot properties fit perfectly in.

    1 vote

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    Hi Maarten! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you step by step? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  9. Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.

    1 vote

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  10. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    6 votes

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  11. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    2 votes

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  12. Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →

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  13. version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    3 votes

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  14. smart content should be based on field values in addition to variables values.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →

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  15. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    1 vote

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    1 comment  ·  Forms  ·  Admin →

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  16. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    3 votes

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  17. Documents in a bundle should be capable of being re-ordered.

    7 votes

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  18. For example -- so that each line item discount % would automatically be what is entered for the

    3 votes

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  19. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    2 votes

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  20. 4 votes

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