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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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7126 results found

  1. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    10 votes

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  2. Bulk change document owner ability

    3 votes

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  3. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    8 votes

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  5. I would like the recipient reply more than one emails when replying notification email.

    4 votes

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  6. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.

    160 votes

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  7. At the moment by hovering it is possible to change only the width

    1 vote

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  8. The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time

    2 votes

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  9. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    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!

  10. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    7 votes

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  11. Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Limit credit card options that customer can select from when using CC to pay invoice

    3 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  13. 24 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!

  14. Video integration with Dacast.com

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. disable data merge option by default in pricing table when salesforce is enabled

    1 vote

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  16. 1 vote

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  17. I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.

    2 votes

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  18. Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote

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  19. When selecting to print a document, instead of printing the entire contract, have the ability to select a page or a range of pages. Ex. page (7) or range of pages From "x" to "y" (3-5)

    Some documents can be very large and the print option can take a long time to turn results. Selecting a specific page or range of pages would be helpful.

    3 votes

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  20. I would like the email notifications to be able to accept replies and post the comments back into the document

    2 votes

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