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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7461 results found

  1. Auto fill repeating fields - signature and initials fields

    Auto fill repeating fields - signature and initials fields

    20 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Move "Create Document" button in Hubspot Above the document list.

    As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.

    So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".

    Would be great to have this button moved up - above.

    20 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  3. Option to remove PDF page break to download the page as a whole

    Option to remove PDF page break to download the page as a whole

    20 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Search Results are no longer sortable

    We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    20 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  5. Place a page break block inside a table of contents (TOC): split into pages

    Option to split Table of contents to another page

    20 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Default Saved Message: automatically choose a saved message for a document

    Ability to set a default saved message

    20 votes

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    5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Multiple themes when bundling documents

    Allow multiple themes when documents are bundled.

    20 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  8. Ability to add or attach a document / attachment to a completed document

    Would like to have the ability to add W-9 and Banking instructions to a completed document.

    20 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  9. An option to use a custom fields with data merge in Hubspot

    an option to use a custom field with data merge in Hubspot

    20 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Adjust / reduce the spacing (move closer) between two blocks

    Ability to adjust the spacing between bullets and text

    20 votes

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    Idea  ·  4 comments  ·  Content Editing & Design  ·  Admin →
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  11. Adding more options to branding settings

    20 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  12. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    20 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  13. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    20 votes

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    Idea  ·  5 comments  ·  Recipient Experience  ·  Admin →
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  14. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    20 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  15. ability to add items to dropdown field in bulk

    ability to add items to dropdown field in bulk

    20 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  16. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

    The option to search from Documents tab by status and tag simultaneously.

    20 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    Auto-sort from highest price to lowest in the pricing table.

    20 votes

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    Idea  ·  8 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. Copy templates to a the new workspace

    Customer would like the option to be able to copy templates to another workspace.

    19 votes

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    4 comments  ·  Templates & Libraries  ·  Admin →
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  20. Export documents as CSV file

    The ability to export documents as CSV file not a zip file and the PDF version.

    19 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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