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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7630 results found

  1. ev2 wrap text and make text smaller when recipients add long responses to text fields

    17 votes

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  2. Customizable message when automatically receives completed PDF document to signors.

    17 votes

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  3. 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

    17 votes

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  4. Ability to use the hubspot mobile app with PandaDoc

    17 votes

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  5. Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
    The numbered lists sometimes become bullet lists after import, or vice versa. For example:
    1. a
    2. a
    become


    Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.

    16 votes

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  6. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    16 votes

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    2 comments  ·  Other  ·  Admin →
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  7. Being able to use Quote Builder with Transfer Data functionality.

    16 votes

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  8. Option to setup 2FA for all users at once

    16 votes

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  9. Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    16 votes

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    3 comments  ·  Other  ·  Admin →
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  10. PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.

    It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.

    16 votes

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  11. After Downloading the Document as PDF, There's still fields that recipients can input details.

    16 votes

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    2 comments  ·  Other  ·  Admin →
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  12. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    16 votes

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  13. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    16 votes

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  14. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    16 votes

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  15. Share a single document link with all recipients, rather than creating a unique link for each user.

    16 votes

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  16. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    16 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!

  17. Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block

    16 votes

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  18. Allow recipients to revisit unfinished forms without having to restart the form process.

    16 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    16 votes

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  20. possibility to integrate Wise (payment method) to Pandadoc

    16 votes

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