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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7206 results found

  1. 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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  2. 1 vote

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  3. 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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  4. integration with proprietary video platform

    1 vote

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  5. 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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  6. add clickwrap as an additional safeguard for contract signing.

    48 votes

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  7. could you please fix date to show completed date as of when it was completed on mobile complete overview and not the date it was created

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  8. Hello, can you please include a way for your customer's to send a copy of their PDF files from Pandadoc via a link whenever emailing the PDF files to others, verses always sending the PDF files as an attachment within an email whenever you email the PDF files to others. Because some companies/people don't like to open attachments due to computer viruses.

    Please consider this as an immediate option. Many other companies that I create other type of PDF files with do provide this option (emailing via a link) with their PDF files.

    I appreciate your taking the time to…

    1 vote

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  9. 2 votes

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  10. 6 votes

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  11. Having an option to set validity dates for templates

    4 votes

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  12. The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.

    3 votes

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  13. Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    2 votes

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  14. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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  17. Salesforce: correct values for searchable fields (like time and address)

    1 vote

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  18. VB scripts

    1 vote

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  19. Integration with HighLevel

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. 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…

    48 votes

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