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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. Align the title in the center on the cover page automatically

    1 vote

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  2. Product Catalog - Ability to display video or a preview and not just a hyperlink

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  3. I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.

    1 vote

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  4. Option to edit document link thumbnail when the document link is shared with a recipient

    1 vote

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  5. 1 vote

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  6. A client has to create a signed ballot, would like to implement a rule to limit the number of checkboxes a user fills out

    1 vote

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  7. It would be more helpful if only the ones that needed to be signed shows in the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    1 vote

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

    1 vote

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  10. Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)

    1 vote

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  11. Option to send a PandaDoc document when a new lead in generated in Pipedrive

    1 vote

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  12. Option to import JSON to create a template:
    I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.

    1 vote

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  13. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.

    1 vote

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  15. 1 vote

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  16. SherpaDesk integration

    1 vote

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  17. Automatically pre-assign a template role with the contact owner email from HubSpot

    1 vote

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  18. Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  19. Ability to invite users in Mobile App

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  20. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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