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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Option to update values from Salesforce via Import from CRM option for sent and viewed documents

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  2. import non-PDFs through the Gmail plug-in

    1 vote

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  3. Start document sequence numbering from 0

    1 vote

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  4. Allow more than 365 days to autofill date field

    1 vote

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  5. Option to add a fee only to one line item and exclude all other items

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  6. 1 vote

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  7. 1 vote

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  8. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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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!

  9. Group users by country or custom property for billing and then report on those segments

    1 vote

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  10. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. SherpaDesk integration

    1 vote

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  12. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  13. Access public documents by filling out the email address (not a form).

    1 vote

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  14. I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  15. Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024

    1 vote

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  16. The customer wishes to have the ability to conceal specific options from the dropdown menu accessed via the plus sign within the document

    1 vote

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  17. Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.

    1 vote

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  18. A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.

    1 vote

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  19. Option to check if recipient made a screenshot of the document

    1 vote

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  20. Option for the recipient to adjust values in the dropdown as well as select the option

    1 vote

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