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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7263 results found

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

    29 votes

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  2. 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).

    15 votes

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  3. 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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  4. 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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  5. 3 votes

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  6. 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…

    48 votes

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  7. mobile app in Amazon app store

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  8. 2 votes

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

    17 votes

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

    48 votes

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  11. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. The option to search from Documents tab by status and tag simultaneously.

    20 votes

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  13. 20 votes

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  14. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    61 votes

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  15. Make the optional items in pricing table required for the customer to choose.

    71 votes

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  16. 6 votes

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  17. Automatic creation of blank page when the text leaves the borders of the previous page (Ev2).

    3 votes

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  18. 4 votes

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  19. 2 votes

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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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