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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5369 results found

  1. 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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  2. Integrate payments using the HubSpot payment cart

    3 votes

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  3. 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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  4. 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…

    4 votes

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  5. Allow more than 365 days to autofill date field

    1 vote

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

    5 votes

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  7. Use workspace name as a sender when using white-labeling

    7 votes

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    2 comments  ·  Other  ·  Admin →
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  8. Option to add a fee only to one line item and exclude all other items

    1 vote

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  9. It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 1 vote

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  11. 3 votes

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  12. 1 vote

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  13. Ability to add text blocks to any place on the "content" type page.

    9 votes

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  14. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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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!

  15. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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  17. By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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  18. sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    5 votes

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  19. A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

    5 votes

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  20. support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?

    I'd prefer to have our IT department to supervise support requests and admins to have visibility.

    The only way is to CC them in a reply to the emailed ticket.

    Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.

    2 votes

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