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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6524 results found

  1. I need that the signer info and timestamp will be displayed under (or below) the signature. I have multiple signers in each document and this is important to differentiate the signatures

    9 votes

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  2. Editor 2.0 : make CC field work with other payment gateways.

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  3. 21 votes

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  4. The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

    2 votes

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  5. 8 votes

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  6. The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).

    38 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. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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  8. 40 votes

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    Hi there! 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!

  9. 2 votes

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  10. Ability to remove "Document Sent" email notification for cc'd recipients.

    28 votes

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  11. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    13 votes

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  12. Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

    2 votes

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  14. 3 votes

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  15. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    39 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  16. mobile app in Amazon app store

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  17. 2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    14 votes

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  19. add clickwrap as an additional safeguard for contract signing.

    31 votes

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  20. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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