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Ideas to Improve PandaDoc

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  • 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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6302 results found

  1. Customer would like to see table of contents wrapping the text so that table of content shows full text.

    2 votes

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  2. currently you can only pass one related list for pricing tables at a time

    2 votes

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  3. Unlock the next page after the user submits all the fields on the previous page

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    2 votes

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  5. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    2 votes

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  6. Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.

    2 votes

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  7. Password change notification.

    2 votes

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  8. 2 votes

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  9. A button on the document board to easily send reminders

    2 votes

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  10. 2 votes

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  11. Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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  12. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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  13. Check the Box will make the text field next to it as a requirement.

    2 votes

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  14. Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    2 votes

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  15. Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.

    2 votes

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  16. Re-add the refresh token option in EV2

    2 votes

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  17. Select multiple text boxes to cleanly copy/paste into Word or Outlook

    (originally spoke to Raena Aniban on support)

    2 votes

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  18. Use workflow trigger from Hubspot to update deal status once a document has been signed

    2 votes

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  19. last version of google chrome makes an automatic translation of your web site when users wants to sign a document.

    2 votes

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  20. 2 votes

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