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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7127 results found

  1. Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    9 votes

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  2. Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  3. 2 votes

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  4. The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower

    3 votes

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  5. Variable that will type out total cost in words as well as numbers.

    3 votes

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  6. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    7 votes

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  7. table of contents for the pages/sections. similar to proposify and better proposals

    2 votes

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  8. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    27 votes

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  9. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. As a user I would expect Link2CRM to work like a normal link does within SFDC. If we a document is linked to an Opportunity it should also be linked to the account as this is what happens within the main PandaDoc application.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Ability to add multiple users to multiple Workspaces all at once

    23 votes

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  13. 3 votes

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  14. Automatically add Pipedrive custom product fields to pricing table

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    30 votes

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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!

  16. 13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. expiration starts once the signer opened the document

    2 votes

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  18. Add tags on forms

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. ability to access uploaded file by the signer in a completed document

    9 votes

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  20. An option to resize the PDF version of a document before downloading.

    4 votes

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