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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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7438 results found

  1. when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  3. a way to download all the emails for the people that only viewed my template

    3 votes

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  4. Ability to use conditional content in Zapier/Integromat.

    4 votes

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  5. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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  6. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. 2 votes

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  8. Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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  9. Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. The ability to restore catalog folders that have been deleted.

    3 votes

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  11. active hyperlinks in the uploaded pdfs

    3 votes

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  12. 15 votes

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  13. 1 vote

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  14. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  15. 1 vote

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  16. Smart content: more than one rule, for example, "AND" conditional rule

    27 votes

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    3 comments  ·  Other  ·  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!

  17. Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    2 votes

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  18. 13 votes

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  19. 10 votes

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  20. Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    66 votes

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