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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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438 results found

  1. Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.

    12 votes

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  2. Add hyperlinks to products (quote builder and pricing table)

    3 votes

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  3. Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

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  4. Option for 2 way sync with HubSpot

    17 votes

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  5. 7 votes

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    1 comment  ·  Approvals  ·  Admin →
  6. Make one payment gateway default over another

    2 votes

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    0 comments  ·  Payments  ·  Admin →
  7. The ability to add fields on footer such as text field or signature fields.

    5 votes

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  8. send an SMS reminder notification

    2 votes

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  9. Ability to edit the form text "Enter your contact information to start the signing process."

    3 votes

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    0 comments  ·  Forms  ·  Admin →
  10. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    22 votes

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  11. sent document - change document name without editing it

    9 votes

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  12. Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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  13. If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

    1 vote

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  14. Customer would like to set an approver workflow in order

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
  15. The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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  16. 8 votes

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  17. 9 votes

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  18. THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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  19. For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).

    4 votes

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    1 comment  ·  Automations  ·  Admin →
  20. We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    4 votes

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