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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6890 results found

  1. Ability for radio button default to reduce from x2 to x1 or add it as 1 at a time.

    1 vote

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  2. Automatically add variables to a newly created template

    3 votes

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  3. Will allow the user to send 2 separate emails to the Approval Groups

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  4. Being able to bundle documents on the mobile app so users can work out of PandaDoc on an iPad and still be able to bundle if their workflow happens outside of the office (remotely working, etc).

    12 votes

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    0 comments  ·  Mobile  ·  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!

  5. Ability to access templates without a user license

    2 votes

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  6. 1 vote

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  7. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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  8. I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.

    2 votes

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  9. Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 1 vote

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  11. Option in zapier to change the email subject went document is sent

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Merge several tables into one

    2 votes

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  13. Option to have PandaDoc Notary in Canada

    1 vote

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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!

  14. Hi,

    I would like API and Integrations on Kartra because we mostly use this software for funnels, website building and pretty much everything digitally.

    Would be nice to have this integrations.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  15. Option to pass values from variables that are not used in a document to Zapier.

    2 votes

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  16. When a contract is completed, I want to upload it to a new client folder on Google Docs. Pandadoc would need to be able to take the Deal Name from HubSpot, know the folder it has to go into in Google Docs (set in advance) but create a new folder based on the HubSpot deal name and save the new contract there.

    1 vote

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  17. Ability to integrate Pebblerei CRM

    1 vote

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  18. Option for our app to have health history form
    for the health service providers.
    eg: Dentist, Doctors, etc.

    1 vote

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    • the feature will allow the user to input negative numbers eg: [variable c]=[variable a]-[variable b]
    1 vote

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  19. Option to setup the document name and include the recipient's name, so the document name, for example, is shown as Endorsement Agreement - John Smith

    2 votes

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