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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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  2. Option to disable bundling feature

    1 vote

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  3. Have more design options to make optional item in the pricing table more visible for the recipient when it's not selected, for example, more obvious tick box

    2 votes

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  4. 3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  5. Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.

    4 votes

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  6. Integration with Exact.com

    3 votes

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  7. Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.

    "How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?

    I want to add a field that my staff must enter before they are able to send off the document to be signed."

    2 votes

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  8. It's be helpful for all user workflow efficiency to be able to "tab" to the next cell in a table to update the text.

    4 votes

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  9. I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    3 votes

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  10. A faster way to send another document after completing the previous invite. At the moment it takes 3+ clicks. Make it 1 click

    2 votes

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  11. Ability to have payment trail ( history ) in version history.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. 3 votes

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  13. payment option using Authorize.net to delay based on a value in Salesforce

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    8 votes

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  15. ability to sign for a user and break in when a document/ signature is forwarded to another recipient

    1 vote

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  16. 5 votes

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    0 comments  ·  API  ·  Admin →
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  17. The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.

    1 vote

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  18. tokens/variables for total discount

    2 votes

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  19. Embed a Document View Session will work with react

    1 vote

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  20. The option to have other page navigation options other than scrolling the pages.

    3 votes

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