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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7073 results found

  1. Integrate with EngageBay CRM

    2 votes
    1 comment  ·  Integrations  ·  Admin →
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  2. -Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.

    2 votes
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  3. When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.

    2 votes
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  4. 2 votes
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  5. If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section

    2 votes
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  6. Ability to add a recipient every time a form is submitted so that they receive an email notification and copy of the pdf

    2 votes
    0 comments  ·  Forms  ·  Admin →
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  7. If we create a room for our larger clients (which may be upwards of 500 rooms), we of course would build those rooms from a template with a landing page to introduce the client to our products and to help them navigate the portal. But what happens when we need to update the information in the room i.e. we have a change of process or need to add a new document to all 500 rooms? Do we have to make those changes manually one by one or are there bulk update features available?

    2 votes
    0 comments  ·  Rooms  ·  Admin →
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  8. E.firma is the electronic signature system managed by Mexico’s SAT (Servicio de Administración Tributaria), the country's tax authority. SAT’s efirma adds a layer of compliance specific to Mexico, which can be crucial for Mexican customers who need to meet local legal standards.

    2 votes
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  9. Ability to get the same product catalog between Stripe and PandaDoc

    2 votes
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  10. The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.

    2 votes
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  11. Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.

    2 votes
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  12. If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.

    2 votes
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  13. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes
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  14. 2 votes
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  15. smart forms change button text from "submit" to "continue"

    2 votes
    0 comments  ·  Forms  ·  Admin →
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  16. Download a document bundle as a single file DOCX

    2 votes
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  17. The ability to indicate a specific date for document expiration instead of putting in a number of days.

    2 votes
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  18. One Click Sending. When creating a new document from a template, it would be nice to have the option to send from the add recipients screen rather than having to click continue, open the document in PandaDoc, and then click the send button.

    2 votes
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  19. Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.

    2 votes
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  20. Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.

    2 votes
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