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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3833 results found

  1. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  2. when adding file the page header and footers are not applied. Do you have a solution for this?

    25 votes

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  3. Documents via link sharing should only be accessible to the intended recipient.

    25 votes

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  4. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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  5. 25 votes

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  6. Highlight the changes made to a document/template in the version history

    24 votes

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  7. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 votes

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  8. pass line items formatting from hubspot

    24 votes

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  9. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    The use case includes: Transfer fields…

    24 votes

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  10. The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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  11. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    24 votes

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  12. Be able to set up auto-reminders per signer, not only per document

    24 votes

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  13. Include a "Failed Delivery" status if document is sent, but then fails.

    24 votes

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  14. The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.

    24 votes

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  15. 24 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  16. 24 votes

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  17. 24 votes

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  18. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  19. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    23 votes

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  20. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    23 votes

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    5 comments  ·  Forms  ·  Admin →
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