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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7256 results found

  1. 1 vote

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  2. Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.

    2 votes

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  3. Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    2 votes

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  4. ability to add lists and spaces in variables

    2 votes

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  5. Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    17 votes

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  6. 37 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!

  7. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile

    5 votes

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  8. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    23 votes

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    Idea  ·  3 comments  ·  Mobile  ·  Admin →
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  9. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    11 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. Attach a file to the created PandaDoc document via Zapier.
    Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. More design options like slide decks

    17 votes

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  13. 1 vote

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  14. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    6 votes

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  15. 2 votes

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  16. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  17. At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    7 votes

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  18. Ability to map document field data into Pipedrive

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. 117 votes

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  20. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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