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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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  2. a native bitly integration

    1 vote

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  3. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. 1 vote

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  5. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. 1 vote

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  7. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. 1 vote

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  9. Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)

    5 votes

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  10. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    8 votes

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  11. Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. 5 votes

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  13. Highlight required fields that need to be filled out before sending, for example, there are a couple of fields that need to be filled in before sending, like pay rate, start date, schedule, etc.

    3 votes

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  14. The integration still doesn’t show the Amex logo

    11 votes

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  15. Would like the smart content (conditional logic) to respond quicker.

    I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.

    I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.

    3 votes

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  16. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    8 votes

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  17. Ability to customize Dashboard to see the total value of specific documents

    6 votes

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  18. The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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  19. LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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  20. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    1 vote

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    0 comments  ·  Other  ·  Admin →
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