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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).

    4 votes

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  2. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    10 votes

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    0 comments  ·  Other  ·  Admin →
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  3. 6 votes

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  4. 5 votes

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  5. 4 votes

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  6. Modify Billing notification on payment subscription

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  7. 1 vote

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. list report of who downloaded the document or list report about the downloaded documents of a user

    12 votes

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  9. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    26 votes

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  10. 2 votes

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  11. Sort templates when creating documents via CRM integrations by Title, etc.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    24 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Add a smart content block next to another block, or to a table

    16 votes

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  14. Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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  16. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

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  18. Option to send leaderboard reports via email on a recurring basis.

    5 votes

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  19. authorization (access code) to be added on a template level

    4 votes

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  20. Ability to set a default value of a space for custom variables?

    3 votes

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