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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7093 results found

  1. Option to disable or customize this prompt (by adding custom team options) when a new user joins.

    2 votes

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  2. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    6 votes

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  3. Customer would like to generate a report for deleted documents alone

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    7 votes

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  5. It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    4 votes

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  6. I-9 employment eligibility template

    3 votes

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  7. System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

    3 votes

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  8. Search for a contract using Pandadoc contract ID data

    1 vote

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  9. Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Native integration with Xero Practice Manager

    1 vote

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  11. Have an option to manually set the date field and make it uneditable.

    1 vote

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  12. 1 vote

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  13. Redirect to PandaDoc mobile app when accessing document links in a mobile device.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. Ability to duplicate multiple fields at once

    10 votes

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  15. Ability to create a report on the number of agreements signed in relation to HubSpot variables, such as organization size

    2 votes

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  16. Invalidate a completed document after a set amount of time

    2 votes

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  17. Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.

    1 vote

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  18. Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.

    2 votes

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  19. Ability to input variables whenever an uploaded PDF file in template/document creation.

    4 votes

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  20. Ability to set a specified text block size for documents/templates as duplicating one text block does not always work for every client's use case

    1 vote

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