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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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7333 results found

  1. 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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  2. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    3 votes

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  3. 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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  4. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    17 votes

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  5. 2 votes

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

    5 votes

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

    5 votes

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  8. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    11 votes

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  9. 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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  10. We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.

    8 votes

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  11. 6 votes

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  12. Required option for Quote Builder - similar to fillable fields

    8 votes

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  13. 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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  14. 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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  15. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. add GST currency ( Green Satoshi Token) to the document value

    2 votes

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  17. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    17 votes

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  18. 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.

    16 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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