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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 9 votes

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  2. Decline part of the document

    5 votes

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  3. Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    5 votes

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  4. Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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  5. library of already added designs from Canva in PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Having an option to set validity dates for templates

    4 votes

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  7. Zoho: to pull information from subforms

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    66 votes

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  9. 8 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  10. Re-orient "required" tag for fields so it doesn't overlap text on doc

    5 votes

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  11. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    24 votes

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  12. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Integration with HighLevel

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 1 vote

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  15. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    53 votes

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    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


  16. 2 votes

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  17. List all the documents, which require client's/mine signature

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page

    5 votes

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  19. 2 votes

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  20. notification if the User/Sender can be notified if the recipient prints out the document?

    8 votes

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