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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6650 results found

  1. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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  2. 139 votes

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  3. Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. 2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Native integration with Copper

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    3 votes

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  7. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. 23 votes

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  9. Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. change color of font on recipients end for filling in fields

    5 votes

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  11. 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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  12. 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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  13. 21 votes

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  14. 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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  15. 8 votes

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  16. 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!

  17. 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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  18. 41 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!

  19. 2 votes

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

    28 votes

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