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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7166 results found

  1. The Radio button should have an option to allow multiple selection.

    1 vote

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  2. Ability to REFRESH variables synced to Monday.com. If Monday.com records change, I should be able to REFRESH the variables in PandaDoc to update them. It seems this feature exists for the other major CRM integrations.

    1 vote

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  3. Use Recipient groups in MS Dynamics

    2 votes

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  4. 1 vote

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  5. Update the List price column via 2-way sync in SFDC

    1 vote

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  6. We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.

    2 votes

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  7. Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
    The numbered lists sometimes become bullet lists after import, or vice versa. For example:
    1. a
    2. a
    become


    Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.

    7 votes

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  8. Disable the share via a link feature for the specific document

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Ability to create catalog categories from api.
    Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
    Would love to do this via api :)

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. Option to have 2 payment otion for 1 document using 2 different pricing table

    2 votes

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  11. As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.

    1 vote

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  12. Passing HTML or Markdown through API variables

    3 votes

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    0 comments  ·  API  ·  Admin →
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  13. Ability to change background color in rooms.

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  14. the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.

    4 votes

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  15. HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).

    2 votes

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  16. We would like to allow Admins to create roles and assign them to their members within their own Workspaces.

    1 vote

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  17. The user will receive a notification if there are data being exported in the account.

    2 votes

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  18. I'd like to have a search feature where I can ask a question using AI and it will apply that question to each of the documents and give me the results across all documents. I want to create a list of all contracts that have certain provisions.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Have the option to use conditional fields to make the signature required or optional

    2 votes

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  20. Would like merge and split pdf and more.

    1 vote

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