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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7365 results found

  1. Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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  2. 2 votes

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  3. Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.

    1 vote

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  4. Integration to Synergetic with PandaDoc

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.

    1 vote

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  6. Collaborator should be able to delete content even if they don't have standard license.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. 1 vote

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  8. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  9. Ability to tag a client within the saved message.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 2 votes

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  11. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Ability to convert multiple documents and make them editable

    1 vote

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  13. Ability to remove/disable payment integration without altering or removing signatures on the document

    1 vote

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  14. Ability to create contacts with the same email address but different details

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  15. Ability to add GIF on headers

    1 vote

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  16. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    2 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  18. 2 votes

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  19. 3 votes

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  20. integration and automations with Streak CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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