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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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7358 results found

  1. report that shows the phone number of the contacts within that date range

    1 vote

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  2. Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.

    3 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!

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

    4 votes

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

    3 votes

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  5. 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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  6. 2 votes

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  7. 1 vote

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

    1 vote

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  9. restrict the user to view the second document if they haven't completed the fields on the 1st document

    2 votes

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  10. Integration with eVault solutions

    9 votes

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    1 comment  ·  API  ·  Admin →
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  11. 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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  12. 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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  13. 1 vote

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

    4 votes

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  15. Improve the image quality of PNGs and JPegs. PandaDoc often destroys the quality of uploaded images.

    1 vote

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  16. 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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  17. support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    2 votes

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  18. Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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

    12 votes

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  20. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

    1 vote

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    0 comments  ·  API  ·  Admin →
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