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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7263 results found

  1. restrict send documents on someone's behalf

    2 votes

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  2. Ability to copy and paste table to a different document

    2 votes

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  3. Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc

    2 votes

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  4. Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.

    2 votes

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  6. A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.

    2 votes

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  7. Ability to pass line item image from HubSpot

    2 votes

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  8. Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.

    User 1 Admin Role
    User 2 Limited Member Role
    User 3 Member Role

    Admin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.

    The Aks: It would be best that when a Role with limitations makes a change on a document if…

    2 votes

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  9. To be able to approve multiple documents at once.

    2 votes

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  10. Ability to adjust the emails footer text based on the recipient's language.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Redirect button on the completed document email

    2 votes

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  12. Add a feature to notify recipients when an optional signature field is present in the document. This could be through a message or visual cue to ensure the recipient is aware of the optional field.

    2 votes

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  13. 2 votes

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  14. The text on the dropdown option should automatically aligned with the text format

    3 votes

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  15. move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).

    7 votes

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    4 comments  ·  Automations  ·  Admin →
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  16. When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…

    4 votes

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  17. Transfer Rooms between workspaces.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  18. Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.​

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.

    My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…

    2 votes

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  20. Support "Send via Business Email" feature via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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