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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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6797 results found

  1. Customer would like to change the pop up payment notification box or customize the wording

    5 votes

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  2. Ability to add content library items on top of uploaded pages

    3 votes

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  3. The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    5 votes

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  4. The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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  5. 2 votes

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  6. Ability to duplicate multiple fields at once

    9 votes

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  7. Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

    5 votes

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  8. Smart content will only put the items on the document will not include the page

    5 votes

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  9. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Disable the option for the user to edit the document (including adding new blocks) but keep the option to add the products to the pricing table.

    2 votes

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  11. When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  12. 6 votes

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  13. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    14 votes

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  14. Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document

    1 vote

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  15. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    6 votes

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  16. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Add a header background image

    2 votes

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  18. add GST currency ( Green Satoshi Token) to the document value

    2 votes

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  19. A button that you click that will automatically replace PD variables in templates/documents with supported equivalent HubSpot variables for use with integration.

    1 vote

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  20. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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