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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7111 results found

  1. It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.

    We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.

    2 votes

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  2. Customer would like the option to be able to copy templates to another workspace.

    19 votes

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  3. margins - option to apply margins across entire page or document/template

    2 votes

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  4. Option to have superscript in the Product catalog

    2 votes

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  5. Integration with Amadeus Delphi to make eSignature faster.

    1 vote

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  6. Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
    This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  7. Option to save variable value to CLI

    1 vote

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  8. Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.

    1 vote

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  9. Access to the Template Gallery in the EU domain/server

    6 votes

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  10. Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. 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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  12. Keep the formatting when importing Google Doc

    4 votes

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  13. 1 vote

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  14. Add hourly billing type to catalog products.

    6 votes

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  15. 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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  16. create a document in PandaDoc via PDF upload

    2 votes

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  17. 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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  18. 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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  19. 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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  20. 2 votes

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