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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7256 results found

  1. 15 votes

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  2. Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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  3. download signature only from the document

    7 votes

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  4. To be able to integrate with CRM VAULTRE or have an option via Zapier,

    1 vote

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  5. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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  6. 1 vote

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  7. 2 votes

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  8. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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  9. create a barcode based on the entered value

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. 3 votes

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  12. 1 vote

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  13. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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  14. It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. Option to users access audit trail using link.

    5 votes

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  16. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    9 votes

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  17. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

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  19. The dollar sign is not associated with the token in the tokens list with the [Deal.Amount] variable for example.

    2 votes

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  20. 2 votes

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