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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. Allow empty value on radio button option

    2 votes

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  2. 7 votes

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    1 comment  ·  Other  ·  Admin →
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  3. the Signature string Word feature to convert this signature into a PandaDoc document

    2 votes

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  4. conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 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!

  5. The ability to create custom fillable fields

    5 votes

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  6. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  7. Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.

    26 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!

  8. To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name

    5 votes

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  9. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    26 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!

  10. Option to copy and paste fields/variables from one template to a new template

    5 votes

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  11. we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.

    For example,

    Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
    Contract Tab on Account -> Test2 (PandaDoc Workspace)

    2 votes

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  12. Section to view all documents I signed

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Allow approval workflow in bulk sends

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually

    2 votes

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  15. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    22 votes

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  16. Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented

    5 votes

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  17. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    5 votes

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  18. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    6 votes

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  19. 6 votes

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  20. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    16 votes

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    2 comments  ·  Other  ·  Admin →
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