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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2912 results found

  1. Customer would like to change the pop up payment notification box or customize the wording

    8 votes

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  2. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    8 votes

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  3. Option to use mobile app in case you have EU server

    8 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    8 votes

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  5. Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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  6. Required option for Quote Builder - similar to fillable fields

    8 votes

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  7. Option to switch off "Collaborator requests access" notification for Admin users.

    8 votes

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  8. detect the documents of the deleted user in the document filter owner

    8 votes

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  9. Ability to add a phone number used for recipient verification to the signature certificate.

    8 votes

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    1 comment  ·  Other  ·  Admin →
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  10. face verification/identification similar to recipient verification

    8 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  11. disable the ability for the recipient to decline a document

    8 votes

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  12. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    8 votes

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  13. Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    8 votes

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    1 comment  ·  API  ·  Admin →
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  14. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 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!

  15. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    8 votes

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  16. drag content blocks between pages easily

    8 votes

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  17. For the Smart Content to pull drop-down variable values once the latter gets implemented.

    8 votes

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  18. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.

    8 votes

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  19. Native integration to similar apps for Affirm or AfterPay Payment Gateway

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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