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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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6795 results found

  1. I have a quick question, can I re call an email i have sent by panda?

    21 votes

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  2. in-person signing for forms

    21 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  3. Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.

    21 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Disable access to the document for recipients once it's completed

    21 votes

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  5. Notifications about document updates for all recipients

    21 votes

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  6. 21 votes

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    Idea  ·  7 comments  ·  Automations  ·  Admin →
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  7. 21 votes

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  8. 21 votes

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  9. 21 votes

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  10. Automatically put the value from one pricing table in another pricing table

    21 votes

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  11. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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  12. 21 votes

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  13. As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.

    So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".

    Would be great to have this button moved up - above.

    20 votes

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  14. To better manage item distribution in Quote Builder during PDF rendering.

    20 votes

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  15. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    20 votes

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  16. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    20 votes

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    1 comment  ·  Approvals  ·  Admin →
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  17. Allow multiple themes when documents are bundled.

    20 votes

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  18. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    20 votes

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  19. Instructional bubbles to guide recipients in filling out the document,

    20 votes

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  20. The ability to create or update templates and content library items that are accessible in one workspace.

    20 votes

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