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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. My client does not have an email address. Is there any way I can send her a link for her to sign?

    14 votes

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  2. 14 votes

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  3. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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  4. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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  5. 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.

    13 votes

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    2 comments  ·  Other  ·  Admin →
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  6. We would like to be able to use Bulk Send with the Send via SMS feature.

    13 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!

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

    13 votes

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  8. 13 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    13 votes

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    0 comments  ·  Payments  ·  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.

    13 votes

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    • Will allow the sender to disable notification once the document got completed
    13 votes

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    • Will allow the user tp download the audit trail in PDF form
    13 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    13 votes

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  12. 13 votes

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    0 comments  ·  Automations  ·  Admin →
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    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

  13. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    13 votes

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  14. 13 votes

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  15. Ability to adjust table row height

    13 votes

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  16. When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.

    13 votes

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  17. GoHighLevel CRM

    13 votes

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  18. Drag radio buttons from one page to another (for options that are one page long each)

    13 votes

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