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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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7072 results found

  1. Option to update values from Salesforce via Import from CRM option for sent and viewed documents

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  2. 2 votes

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  3. import non-PDFs through the Gmail plug-in

    1 vote

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  4. I just installed the GMail extension, but it only works if there is a PDF attachment in the email. Could you add a feature to be able to generate documents from the plugin?

    1 vote

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  5. Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    3 votes

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  6. Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.

    1 vote

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  7. The ability to split documents into different folders.

    i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder

    2 votes

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  8. We'd like to restrict the users from adding new pages to the templates

    2 votes

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  9. Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template

    1 vote

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  10. Increase the number of characters for template title

    2 votes

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  11. Once the CLI is updated, update it automatically on a template too

    5 votes

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  12. Start document sequence numbering from 0

    1 vote

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  13. Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.

    2 votes

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  14. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    3 votes

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  15. Integrate payments using the HubSpot payment cart

    3 votes

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  16. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  17. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    3 votes

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  18. The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.

    1 vote

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  19. Allow more than 365 days to autofill date field

    1 vote

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  20. The ability to Bulk update user emails in an account

    4 votes

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