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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7607 results found

  1. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    17 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Table Design

    Option to only highlight certain lines in a table, not the entire border.

    19 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Working TOC in PDF files: clickable table of contents in PDF

    Working TOC in PDF files (after downloading).

    31 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Workable

    integration with workable

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Ability to forward document signing by forwarding notification email

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  6. HubSpot product description to be pulled into PandaDoc in a bulleted list

    Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  7. Zapier keeps formatting of a pricing table description

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Sugar CRM: Pull information from 2 different objects at the same time

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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    Idea  ·  10 comments  ·  Content Editing & Design  ·  Admin →
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  10. Upload a document option directly from contacts tab in EV2

    Upload a document option directly from contacts tab like in EV1

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Change title [PandaDoc] Signed copy of "..." to a custom text.

    When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    26 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Ability to add optional items as in pricing table to the simple table

    Ability to add optional items as in pricing table to the simple table

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Text formatting in a mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  14. Reduce the header and the footer's size below 0.4 inches

    4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    19 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Connect to Multiple Hubs in Hubspot per workspace

    We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Section where all fields on doc are grouped so you can see them all at once

    UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)

    2 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  18. Procore

    integration with Procore to create and send documents

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Delete a document from inside of it

    Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Adding footnotes

    9 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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