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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7129 results found

  1. If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared

    3 votes

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    2 comments  ·  Automations  ·  Admin →
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  2. Ability to use forms in Rooms

    3 votes

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    2 comments  ·  Rooms  ·  Admin →
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  3. Document addendum:
    When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.

    3 votes

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  4. Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. 3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. Inbox: Mark all as read at once

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Would like the automation to send a document based on the choice that a recipient made on the first document

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  8. An option to import and select any font, and then alter which weight of that font you want.

    For example, I have imported a font called ‘Archivo’ from Google fonts, but I can only use and see a single weight. Whereas the font is available with the following weights;
    - light
    - Regular
    - italic
    - semi bold
    - semi bold italic
    - bold
    - bold italic
    - black
    - black italic

    As of now, PandaDoc only allows the use of one for every imported font.

    3 votes

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  9. Make forms private so not everyone with the link can access it

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. HubSpot deal is created automatically once a document is completed

    3 votes

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  11. Automatically countersign document (NDA) once client signs, then send email/document in HubSpot when document (NDA) is signed by both parties.

    This would save us thousands of clicks and hours of time every day.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. 3 votes

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  13. Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.

    3 votes

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  14. remove/turn off the "most recently used" templates option in Pipedrive

    3 votes

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  15. Mobile app - user filter in Dashboard

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  16. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  17. Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    3 votes

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  18. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    3 votes

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  19. Integrate payments using the HubSpot payment cart

    3 votes

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  20. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    3 votes

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