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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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7095 results found

  1. Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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  2. 6 votes

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  3. Ability to use the hubspot mobile app with PandaDoc

    16 votes

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  4. Support OpenID connect via Oauth flows.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. mask payment info from some users

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. At the moment only the volume based (API, Bulk send, Forms, etc) add-ons are displayed in PandaDoc Settings -> Billing. If the client is on Business plan with renewal add-on, the client won' see it. So the feature request is to be able to see all the add-ons you've bought

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Have a copy of a cover page but with a different name, so it is clear that it can be used not only as a cover page but as a normal page with absolute positioning of the blocks and anywhere in the template.

    1 vote

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  8. When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.

    1 vote

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  9. If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF

    1 vote

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  10. The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    6 votes

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  11. document value should be changed to the paid amount

    3 votes

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  12. Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. 9 votes

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  14. I get complaints from our branding department, that the PandaDoc PDF's are saved in cmyk in stead of rgb.
    Which means the colors don't match with our other documents and website

    1 vote

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  15. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  16. 4 votes

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  17. sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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  20. integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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