Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When hubspot properties get automatically filled in, the scentence gets adjusted so the hubspot properties fit perfectly in.

    1 vote

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    Hi Maarten! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you step by step? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  2. two unit prices per item in pricing table

    2 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  3. For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    1 vote

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  4. For example, if there are multiple roles (3+), a disclaimer may help deter confusion for recipients.

    1 vote

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  5. We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    1 vote

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  6. 1 vote

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  7. Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).

    1 vote

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  8. There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.

    While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.

    Thanks

    1 vote

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    0 comments  ·  Workflow  ·  Admin →

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  9. Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.

    1 vote

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  10. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.

    3 votes

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  11. Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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  12. How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    1 vote

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  13. 1 vote

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  14. Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.

    1 vote

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  15. 1 vote

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  16. Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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  17. Ability for headers/footers and Table of Contents adhere to the document Design Theme

    1 vote

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  18. add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    4 votes

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  19. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    3 votes

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    1 comment  ·  Other  ·  Admin →

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  20. Can we remove the limitation or increase the amount of characters available for headings in the Tables of contents?

    1 vote

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