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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6688 results found

  1. Ability to backup account data manually

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Email attachments from upload fields to a sender

    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. Let Members view docs in which they are recipients

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. PandaDoc in Ukrainian.

    PandaDoc in Ukrainian.

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  5. Key-based digital signature

    Key-based digital signature for PandaDoc: https://helpx.adobe.com/acrobat/using/certificate-based-signatures.html

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Align page numbers in a header or footer

    24 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  7. Make the Finish button more clear

    Recipients often do not notice the Finish button after signing docs.

    43 votes

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    6 comments  ·  Usability Improvements  ·  Admin →
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  8. Ability to apply Design theme to the blocks where the font was changed to have the same font for all content of the same type (e.g. Text)

    https://pandadoc.slack.com/archives/C7BRZBZGA/p1587650212226600

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Support discount in amount in Hubspot (EV2)

    Support discount in amount in Hubspot (EV2). Currently, It is calculated this way at the moment: Price x Quantity - Discount = Total. However, the total should be calculated in the following way: (Price - Discount) x Quantity = Total. More information in this ticket: https://pandadoc.zendesk.com/agent/tickets/108269

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Hubspot workflow

    Any plans for Hubspot Workflow?

    48 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  11. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    8 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  12. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    105 votes

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    30 comments  ·  Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you for submitting this idea! 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!

  13. [Hubspot] have a date and time stamp within the document itself

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    13 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  16. EV2. Ability to use clickable links as variable values

    27 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  17. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Comments default display in both internal and recipient mode

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  19. Add functionality/fields to User Profile

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. [Comments] allow mentions for 'member' role

    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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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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