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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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7112 results found

  1. Would like a report to identify recipients by document status

    2 votes

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  2. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Automatic formatting mirroring in two columns of the table

    2 votes

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  5. The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.

    2 votes

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  6. This would be great for links to external items such as your client testimonial videos or a link to schedule a meeting

    2 votes

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    Hello there,


    Thank you for your feature request regarding external links! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  7. 2 votes

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  8. Should be possible to delete/add the payment method for selected documents in bulk

    2 votes

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  9. Option to disable Roles from template and documents.

    2 votes

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  10. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    2 votes

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  11. If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order

    2 votes

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  12. Option to change placeholder text in field blocks permanently

    2 votes

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  13. Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. A method that can authenticate the user to automatically log in with the help of API-key or access token.

    2 votes

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  15. 2 votes

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  16. Possibility to insert attachments via the document chat in any doc status

    2 votes

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  17. get rid of the content library panel?

    2 votes

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  18. It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order

    2 votes

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  19. Push the updates to custom object in Salesforce for notes

    2 votes

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  20. an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.

    2 votes

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