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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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7419 results found

  1. 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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  2. 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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  3. 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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  4. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    3 votes

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  5. HubSpot deal is created automatically once a document is completed

    3 votes

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  6. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    3 votes

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  7. create a document in PandaDoc via PDF upload

    3 votes

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  8. 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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  9. 3 votes

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

    3 votes

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

    3 votes

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  12. Mobile app - user filter in Dashboard

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  13. 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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  14. Increase the number of characters for template title

    3 votes

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  15. 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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  16. Integrate payments using the HubSpot payment cart

    3 votes

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  17. 3 votes

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  18. Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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  19. Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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  20. Ability to add content library items on top of uploaded pages

    3 votes

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