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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7404 results found

  1. Ability to drag and drop content from one document to another when trying to do a bulk sending

    2 votes

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  2. Currently, it’s only possible to change the color of a filled checkbox when selecting each checkbox individually. It would be very helpful to have the option to update the color of multiple filled checkbox fields at once.

    1 vote

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  3. New customers on Annual Business or Enterprise plans cannot use Bulk Send for the first 14 days after account creation. Currently, attempting to use Bulk Send shows a vague error message (“An error has occurred”), causing confusion.

    Show a clear, user-friendly message indicating that Bulk Send will be available after 14 days, optionally including the exact availability date and a link to relevant documentation.

    This improves onboarding experience, reduces customer frustration, and decreases support tickets related to Bulk Send.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  4. We have a PandaDoc EU instance (pandadoc.eu). But when we try to sign in to the PandaDoc Learning Portal we get forwarded to pandadoc.com. Then we see an error and cannot sign in: "There was a problem signing in. Please try again."

    1 vote

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  5. Having the option or ability to edit subject lines and content of autoreminders.

    3 votes

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  6. The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?

    2 votes

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  7. 2 votes

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  8. 2 votes

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  9. It is possible to add document metadata via API. Some metadata is also added when a document is created via an integration. This metadata is not included in the exported PDF. The feature request is to be able to include this metadata in the exported PDF.

    2 votes

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  10. Make the verification be a mandatory setting so that the staff or document creator can't overlook it.

    1 vote

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  11. PandaDoc doesn’t offer a way to change time zones programmatically or in bulk across all workspaces. Each workspace’s time zone still needs to be set manually under Settings. Requesting a feature that would allow to apply one time zone to all workspaces at once which would be especially helpful for organizations managing several workspaces.

    1 vote

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  12. 2 votes

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  13. Add Comment or Notes field to the Contact record for CRM type notes. (Example: 'Don't call before 9am" " Likes X football)

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. "Is there is way to see who is collaborator on a document or a webhook kick off when someone is added as one? The update document trigger event does not seem to notice when a collaborator is added to a document. "

    1 vote

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    0 comments  ·  API  ·  Admin →
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  15. fields as attributes in CPQ rules conditions

    2 votes

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  16. Adding an extra click to be able to start a new document is ridiculous. Tell your design people to learn something about UX. So annoying.

    1 vote

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  17. We use HubSpot Enterprise and have a custom object called “Suites” that’s linked to Contacts (tenants) and Companies (properties).

    We need PandaDoc to pull data (tokens) from all three objects when creating documents — Contact, Company, and Suite — but right now it only supports two.

    Can you please request or enable:

    The ability to pull tokens from three associated HubSpot objects, and

    Support for syncing and using tokens from custom objects like our “Suites” object?

    This would help us generate complete lease documents directly from HubSpot.

    Thank you!

    1 vote

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  18. Have the option to remove the document from the finalized view if this was saved to a folder

    2 votes

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  19. Have a finalized option after resolving all the suggestions

    2 votes

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  20. It would be helpful to have language localization options in the PandaDoc embedded editor for document creation and template editing. Right now, it is only supported for recipient-facing signing experiences.

    2 votes

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