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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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4076 results found

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

    33 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  2. ability to copy links in bulk and not one at a time

    1 vote

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  3. 20 votes

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  4. Scroll-down small field (to put a lot of text to scroll down).

    10 votes

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  5. I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    4 votes

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  6. Ability to use the hubspot mobile app with PandaDoc

    12 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  7. 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.

    11 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  8. Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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

    10 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  11. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    35 votes

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  12. 12 votes

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  13. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Ability to set up SEPA direct debit through PandaDoc

    21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. 4 votes

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  17. 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

    27 votes

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  18. When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. 5 votes

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  20. when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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