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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6306 results found

  1. Provide more details when error message is sent (the document ID that is sent from the application , customer email ID and any other reference number that can be relevant be shared as that will immediately tells to which document an error is seen)

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. 2 votes

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  3. Ability to import multiple font weights at a time.

    2 votes

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  4. This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).

    2 votes

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  5. Document sequencing in a second workspace works with a shared template from first workspace

    2 votes

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  6. 2 votes

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  7. Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

    2 votes

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  8. Mapping in API

    Option to map via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Adding Mulitple Choice Options for Images. Maybe with Radio Buttons.

    2 votes

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  10. 2 votes

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  11. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    2 votes

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  12. Ability to have optional signatory in forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.

    2 votes

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  14. 2 votes

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  15. add shipping fees, packaging costs, rental fees, deposits, etc.

    2 votes

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  16. Ability to limit document creation for account users

    2 votes

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  17. An option to search and select tokens from HubSpot CRM on the PandaDoc side

    2 votes

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  18. Be able to have SKU under the description of products rather in a separate column in a pricing table.

    2 votes

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  19. A simple, unintrusive banner that can be turned on or off at the bottom of forms where it clearly shows the mark - HIPAA Compliant.

    2 votes

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  20. Ability to disable SSO for certain workspaces within a single PandaDoc organization.

    2 votes

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