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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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2928 results found

  1. Be able to change the status of multiple documents at once.

    45 votes

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  2. Be able to use the Salesforce integration using mobile apps.

    45 votes

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  3. 20 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!

  4. Ability to use the hubspot mobile app with PandaDoc

    17 votes

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  5. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    12 votes

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  6. Ability to send "Document Approved" notification to more than just the document creator.

    14 votes

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    1 comment  ·  Approvals  ·  Admin →
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  7. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    96 votes

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  8. Ability to set up SEPA direct debit through PandaDoc

    23 votes

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  9. 74 votes

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  10. Link documents to Zoho CRM from PandaDoc side

    18 votes

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  11. 90 votes

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  12. 4 votes

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  13. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    30 votes

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  14. When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.

    81 votes

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    We wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
    We appreciate your understanding.

  15. 144 votes

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    We’ll send you updates on this idea

    34 comments  ·  Other  ·  Admin →
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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  16. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    11 votes

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  17. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    23 votes

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  18. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    146 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  19. 12 votes

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    We’ll send you updates on this idea

    1 comment  ·  Integrations  ·  Admin →
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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!

  20. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    133 votes

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