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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7585 results found

  1. Add Image Library to banner side/enable full access to edit Image Library

    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.

    18 votes

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    6 comments  ·  Templates & Libraries  ·  Admin →
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  2. Ability to view the IP address for Viewers

    Ability to view the IP address for Viewers

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability to duplicate multiple fields at once

    Ability to duplicate multiple fields at once

    10 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Dataforma

    Integrate with Dataforma's AP

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Option for the recipient to change the description in the quote builder

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

    1 vote

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Rooms - recipients not allowed to tick off the documents, only the users once their submission is approved

    1 vote

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

    Integration with Knowify.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Quote Builder: option to hide/show sections based on conditional logic

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. An option to import and select any font, and then alter which weight of that font you want.

    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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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Better setup and formatting for documents when they are downloaded by the Recipient

    Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Being able to extract existing graphics from the Reporting feature

    Being able to extract existing graphics from the Reporting

    5 votes

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

    Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Integration with AI redlining/contract review tool

    Integration with AI redlining/contract review tool like: https://www.spellbook.legal/
    https://www.ivo.ai/

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Ability to connect Authorize.net sandbox environment.

    Ability to connect Authorize.net sandbox environment.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. HubSpot - tokens available on deals for linked/sub/ associated deals

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

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Option to display the variables with multiple options pulled from HubSpot as bullet points

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Sync Pipedrive contacts with PandaDoc

    sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Make forms private

    Make forms private so not everyone with the link can access it

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Ability to Tag commonly used signer

    Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Generate a contract in HubSpot when a document is completed/signed/paid

    When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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