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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. 16 votes

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  2. I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    16 votes

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    6 comments  ·  Automations  ·  Admin →
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    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  3. 16 votes

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  4. It would be great to have a search function to make finding documents in the 'inbox' easier

    16 votes

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  5. Client would like to be able to add text over images added in PandaDoc editor

    16 votes

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  6. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    16 votes

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  7. option to setup a fillable field for date that will auto fill the date that the client opened the link

    16 votes

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  8. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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  9. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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  10. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    16 votes

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  11. Preview a template when you are in the "Templates" tab

    16 votes

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  12. Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. ev2 wrap text and make text smaller when recipients add long responses to text fields

    16 votes

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  14. Drop-down field with the possibility of selecting several options.

    16 votes

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  15. Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    16 votes

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  16. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    16 votes

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  17. Placeholder for checkbox field.

    16 votes

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  18. Ability to use the hubspot mobile app with PandaDoc

    16 votes

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  19. I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    15 votes

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    4 comments  ·  Automations  ·  Admin →
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  20. After Downloading the Document as PDF, There's still fields that recipients can input details.

    15 votes

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    1 comment  ·  Other  ·  Admin →
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