Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    1 vote

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  2. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    13 votes

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  3. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    33 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  4. Accessibility in PandaDoc

    8 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
  5. Improvements for Catalog, Pricing table, etc.

    50 votes

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  6. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    33 votes

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  7. Be able to remove doc ref and page number from signature certificate/disable signature certificate

    7 votes

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  8. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    62 votes

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  9. Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  10. 1 vote

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  11. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  12. 1 vote

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  13. Check box field : conditions where recipient can choose and check just 1 from all assigned check boxes

    15 votes

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  14. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document

    3 votes

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  15. 1 vote

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    Merged  ·  0 comments  ·  Other  ·  Admin →
  16. 1 vote

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  17. Ability to toggle the self-sign notifications off when sending the document

    1 vote

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  18. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  19. 2 votes

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  20. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    57 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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