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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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6974 results found

  1. It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    7 votes

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  2. hide decimals points in the quote builder

    9 votes

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  3. Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.

    6 votes

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  4. Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Document addendum:
    When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.

    3 votes

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  6. 3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  7. Inbox: Mark all as read at once

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Ability to view the IP address for Viewers

    2 votes

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  9. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    6 votes

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  10. Ability to duplicate multiple fields at once

    10 votes

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  11. Integrate with Dataforma's AP

    1 vote

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  12. Option for the recipient to change the description in the quote builder

    1 vote

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  13. The ability of after sending a Document have the system automatically take you back to the home screen.

    1 vote

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  14. 1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  15. Integration with Knowify.

    1 vote

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  16. Auto decline after a specified period of expiration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. 2 votes

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  18. An option to import and select any font, and then alter which weight of that font you want.

    For example, I have imported a font called ‘Archivo’ from Google fonts, but I can only use and see a single weight. Whereas the font is available with the following weights;
    - light
    - Regular
    - italic
    - semi bold
    - semi bold italic
    - bold
    - bold italic
    - black
    - black italic

    As of now, PandaDoc only allows the use of one for every imported font.

    3 votes

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  19. Being able to extract existing graphics from the Reporting

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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