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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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5358 results found

  1. Being able to extract existing graphics from the Reporting

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  2. 2 votes

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  3. HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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  4. Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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  5. 2 votes

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  6. Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce

    6 votes

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  7. Vue.js Framework integration

    2 votes

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  8. Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.

    5 votes

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  9. The ability for a user to track up to their 10 last logins on their end

    1 vote

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  10. Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.

    2 votes

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  11. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    17 votes

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  12. Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    4 votes

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  13. Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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  14. 9 votes

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

    3 votes

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  16. Ability to include postal address

    6 votes

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  17. 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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  18. 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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  19. Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

    5 votes

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  20. Conditional fields - automatically fill out the value of another field

    5 votes

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