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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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7591 results found

  1. CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.

    This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.

    3 votes

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  2. Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.

    3 votes

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  3. Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.

    4 votes

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  4. Ability to get the same product catalog between Stripe and PandaDoc

    2 votes

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  5. Multiple currencies per product in Catalog

    6 votes

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  6. 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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  7. Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    7 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!

  8. 4 votes

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  9. 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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  10. Access to the Template Gallery in the EU domain/server

    12 votes

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

    10 votes

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

    1 vote

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  13. 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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  14. 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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  15. The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab

    7 votes

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    1 comment  ·  Rooms  ·  Admin →
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  16. Pass values from HubSpot along with currencies to the document

    4 votes

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  17. 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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  18. 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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  19. 2 votes

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  20. 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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