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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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151 results found

  1. Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  2. Allow Hubspot to set the document value currency for a document.

    1 vote

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  3. Ability to edit footer color to be edited per page

    1 vote

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  4. option to have templates in A3

    2 votes

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  5. Ability to pull a list of merge fields.

    2 votes

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  6. To be able to upload and convert multiple documents into a template instead of doing it one by one.

    1 vote

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  7. 1 vote

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  8. make PandaDoc automatically recognize similar templates/documents

    2 votes

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  9. I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    3 votes

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  10. 1 vote

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  11. 1 vote

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  12. Ability to only select custom variables when downloading CSV.

    1 vote

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  13. 1 vote

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  14. Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 2 votes

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  18. Please include template name in the import email when catalog items are updated with a new csv import.

    2 votes

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  19. Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.

    1 vote

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  20. Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.

    1 vote

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