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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7616 results found

  1. scheduler that i can autosend an approval document each day

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  2. The possibility to add only sequence number to the document without required sequence name.

    7 votes

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  3. 36 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. 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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  5. 5 votes

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

    1 vote

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

    99 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  10. 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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  11. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. 4 votes

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  13. 1 vote

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

    94 votes

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

    3 votes

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

    2 votes

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  18. Ability to save and retrieve attachments from Content Library.

    13 votes

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

    38 votes

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