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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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6798 results found

  1. 2 votes

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  2. 1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  3. Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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  4. 2 votes

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  5. Webhook notification: document completed by all the recipients

    4 votes

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  6. 2 votes

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  7. User would like to have an ability to integrate with Pipeline Deals CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Generate a list (CSV) of the recipients who have completed the proposal.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Compatibility with external signature pads i.e. topaz signature pad

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    52 votes

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    6 comments  ·  Forms  ·  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!

  11. be able to check size of files inside PandaDoc (

    1 vote

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  12. 14 votes

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  13. PDF upload improvements so the quality stays the same.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 votes

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  15. Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    3 votes

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  17. Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)

    15 votes

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  18. When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    5 votes

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  19. Automatically download the attachments when opening the files added to collect files field

    64 votes

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  20. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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