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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7111 results found

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

    18 votes

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  2. 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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  3. 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…

    2 votes

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

    5 votes

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  5. 5 votes

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  6. shared templates can be moved to the folders

    4 votes

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  7. Option to setup a custom email message when sending another document via Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Have Pandadoc Integrate with booqable integration.

    1 vote

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  9. 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.

    12 votes

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    2 comments  ·  Other  ·  Admin →
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  10. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    4 votes

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  11. HubSpot deal is created automatically once a document is completed

    3 votes

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  12. Change document status to "In Process" after one of multiple recipients has signed.

    8 votes

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  13. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    1 vote

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  14. Ability to filter documents by the signing order progress.

    2 votes

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  15. Have the option to fill in variables as all capitalized letters if you pull the info from the CRM

    2 votes

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  16. A new folder is created when a document is completed

    1 vote

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  17. Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Program a date/time to send a document from Hubspot

    1 vote

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  19. 7 votes

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  20. Send another PandaDoc document when PandaDoc document status changed to Paid

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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