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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5384 results found

  1. Ability to generate URL for filtered documents list or set up default filtering options on workspace level

    I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. remove grey background from text field when the document is opened for the recipient

    remove grey background from text field when the document is opened for the recipient

    https://pandadoc.zendesk.com/agent/tickets/451149

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Option to pull value from Pipedrive Deal custom field to the pricing table

    Option to pull value from the Deal custom field to the pricing table in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Ability to set page numbering for all pdf documents (default options)

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Option to create a list of completed document on Hubspot

    Option to create a list of completed document on Hubspot

    • will allow the user to create a list or view the list of the completed document in HubSpot
    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Require variables to be filled without the option to replace with blanks

    It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Open Document button

    In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    2 votes

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  8. Cover Page Width

    A way to adjust the Cover Page Width to be the same size as all documents

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  9. Ability to Build lists in HubSpot using PandDoc status option

    Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Overset Text & Flow Features Similar to InDesign

    I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. The approval workflow group gets a copy of the completed document.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. The option to set up conditional validation of documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. RSVP in documents

    2 votes

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  14. Ability to populate approver's name via variable.

    Ability to populate approver's name via variable.

    2 votes

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  15. Support Custom VidYard URLs

    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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    0 comments  ·  Integrations  ·  Admin →
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  16. Mapping in API

    Mapping in API

    Option to map via API

    2 votes

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  17. Select Image

    Adding Mulitple Choice Options for Images. Maybe with Radio Buttons.

    2 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  18. Change the owner of the document, who receives notifications for edits/suggestions

    2 votes

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  19. Ability to have optional signatory in forms

    Ability to have optional signatory in forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Mobile Signing- React to finger signature without having to zoom in

    Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.

    Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.

    Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.

    2 votes

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