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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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7094 results found

  1. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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  2. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  3. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  4. The ability to create button with a background color, form (rounded or square), and also hyperlinked/ anchored linked to another page. Some

    1 vote

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  5. Option to have Waiting for others tab for all documents within workspace

    4 votes

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  6. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    6 votes

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  7. Option to update recurring billing date for the line item when using "Update HubSpot deal products whenever a document’s status is updated" automations

    1 vote

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  8. 1 vote

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  9. 1 vote

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    0 comments  ·  API  ·  Admin →
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  10. 1 vote

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  11. Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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  12. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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  14. The ability to shorten the length bypassing the current length limitation of fillable fields.

    2 votes

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  15. 2 votes

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  16. 2 votes

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  17. Customer would like the template to be accessible in the PandaDoc mobile app in their iPad

    4 votes

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    0 comments  ·  Mobile  ·  Admin →
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  18. Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.

    3 votes

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  19. Customer would like to have the ability to take out the template or document view from the SalesForce app on their iPad

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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