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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. Having the ability to copy an image from Excel and add it to the image block without heavily impacting image quality.

    2 votes

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  2. Keep the formatting when importing Google Doc

    4 votes

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  3. 1 vote

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  4. Add hourly billing type to catalog products.

    6 votes

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  5. Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    2 votes

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  6. create a document in PandaDoc via PDF upload

    2 votes

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  7. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  8. Automatically countersign document (NDA) once client signs, then send email/document in HubSpot when document (NDA) is signed by both parties.

    This would save us thousands of clicks and hours of time every day.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)

    1 vote

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  10. 2 votes

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  11. Change the field type, i.e. changing the signature field to a text field

    2 votes

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    1 comment  ·  API  ·  Admin →
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  12. Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.

    We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.

    1 vote

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  13. I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.

    1 vote

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  14. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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  15. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  16. 3 votes

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  17. Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.

    3 votes

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  18. Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually

    1 vote

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  19. We would like to be able to use Bulk Send with the Send via SMS feature.

    13 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!

  20. 1 vote

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