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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3870 results found

  1. Monday.com formula columns

    47 votes

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    7 comments  ·  Integrations  ·  Admin →
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  2. Customization for Decline Reasons

    Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    44 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  3. [Dashboard] Select period more than 1 year in Dashboard

    Would like to be able to have an option in the Dashboard to see further than 1 year.

    39 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    37 votes

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    6 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Reporting: Time a document is waiting to be approved when sent to approver

    time to approve success metric

    37 votes

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    4 comments  ·  Approvals  ·  Admin →
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  6. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    Ability to add a specific expiration date for several documents at the same time

    36 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  7. Advanced search options/ Search within the Folder

    Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    34 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →
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  8. Customize/select/personalize email messages for multiple recipient/signers

    Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    34 votes

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    2 comments  ·  Other  ·  Admin →
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  9. Switch Workspaces in Salesforce

    Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    34 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    34 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  11. [Reporting] Reporting based on document tags

    Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    34 votes

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    Idea  ·  9 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Sort Forms into different folders

    Folder organization for Forms.

    33 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  13. Option to auto delete documents based on certain criteria like time and status

    33 votes

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    Idea  ·  12 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Sync products from HubSpot Products and Quotes with PandaDoc catalog

    Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    33 votes

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    Idea  ·  6 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. have more than 1 signer to use Qualified electronic signature (QES)

    have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    32 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Approval workflow in forms

    Approval workflow in forms

    32 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  17. Multiple selection for radio buttons: Enable multiple optional items in Radio Buttons to be able to choose as many options as needed

    To have the radio button field to have multiple optional item like the pricing table sections.

    31 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. [Bulk action] Select and edit / update several templates at once

    Bulk edit templates

    31 votes

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    Idea  ·  5 comments  ·  Templates & Libraries  ·  Admin →
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  19. Multiple Stripe accounts per workspace

    31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  20. Working TOC in PDF files: clickable table of contents in PDF

    Working TOC in PDF files (after downloading).

    31 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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