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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. The customer would like to have a button that allows them to record the session whenever they are ready. They spend a great deal of time setting up the call with the customer and it records them helping the customer navigate the PD notary and it makes the file size so much bigger. The video that is being recorded is way too long and has too much unusable footage. They feel with a record button, they can minimize this.

    2 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!

  2. A way to adjust the Cover Page Width to be the same size as all documents

    2 votes

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  3. Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.

    2 votes

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  4. 2 votes

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  5. Provide more details when error message is sent (the document ID that is sent from the application , customer email ID and any other reference number that can be relevant be shared as that will immediately tells to which document an error is seen)

    2 votes

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    0 comments  ·  API  ·  Admin →
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  6. 2 votes

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  7. Ability to import multiple font weights at a time.

    2 votes

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  8. This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).

    2 votes

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  9. 2 votes

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  10. Ability to populate approver's name via variable.

    2 votes

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  11. 2 votes

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  12. Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

    2 votes

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  13. Mapping in API

    Option to map via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Adding Mulitple Choice Options for Images. Maybe with Radio Buttons.

    2 votes

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  15. 2 votes

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  16. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    2 votes

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  17. Ability to have optional signatory in forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.

    2 votes

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  19. Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.

    Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.

    Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  20. Be able to have SKU under the description of products rather in a separate column in a pricing table.

    2 votes

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