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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Ability to move deal to a new stage on pipeline when a copy of the completed document is attached to the deal by PandaDoc automation.

    1 vote

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  2. Ability to bold only the 'Name' field in pricing tables that are populated via integrated CRM deal.

    We stopped using the PandaDoc catalogue and started integrating line items from our Deals in HubSpot. However, we cannot set the 'name' of the line item to bold - the same way line items from the PandaDoc catalogue display.

    1 vote

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  3. SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
    Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

    2 votes

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  4. Ability to choose color for contacts so you can filter them by group (f.e. green color for ACME company, yellow - for another company)

    2 votes

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  5. Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    3 votes

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  6. Require the form signer to fill in all prompt options to be able to review the document

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. pay later option in PayPal

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. The ability to link fields from different documents together.

    2 votes

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  9. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Integrate payments using the HubSpot payment cart

    3 votes

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  11. The ability to Bulk update user emails in an account

    3 votes

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

    7 votes

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  13. hide decimals points in the quote builder

    9 votes

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  14. 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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  15. 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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  16. 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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  17. 3 votes

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

    3 votes

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

    2 votes

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  20. 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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