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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7484 results found

  1. The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.

    2 votes

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  2. 4 votes

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  3. Ability to add a meeting link (hyperlink) to the document email body

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Access to the Template Gallery in the EU domain/server

    12 votes

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  5. Ability to change each individual background color for quote builder

    10 votes

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  6. It would be great to have more dynamic options to adjust payments schedule.

    1 vote

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  7. Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term

    3 votes

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  8. Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.

    1 vote

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  9. Pass values from HubSpot along with currencies to the document

    4 votes

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  10. If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.

    2 votes

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  11. Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections

    4 votes

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  12. Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    3 votes

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    1 comment  ·  API  ·  Admin →
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  13. 2 votes

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  14. Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.

    1 vote

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  15. Please show the user roles assigned in the user list.

    1 vote

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  16. A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.

    3 votes

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  17. 3 votes

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  18. Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.

    4 votes

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  19. Integration with Dazos

    1 vote

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  20. Ability to change the background color of the email received by the recipient

    8 votes

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