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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. video content block - option to not skip or fast forward the video

    4 votes

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  2. optional item - automatically populate the price and hide when not chosen

    3 votes

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  3. Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    1 vote

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  4. 2 votes

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  5. 1 vote

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  6. The option to adjust the document's value under the Home Tab, rather than on the document level.

    1 vote

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  7. Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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  8. It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.

    1 vote

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  9. 1 vote

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  10. Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

    5 votes

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  11. Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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  13. Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

    13 votes

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  14. Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.

    4 votes

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  15. Automations for Xero

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. ability to provide tally for Forms if used as a Survey

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

    5 votes

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  18. This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. The ability to use a different email per workspace within an account.

    8 votes

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  20. Add optional item in pricing table with Zapier

    1 vote

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