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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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  1. 2 votes

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  2. 2 votes

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  3. Can we put the Total before discount as an option in pricing tables?

    I think it would be nice to be able to show a summary of the kind of discount our clients are getting just in case they need that extra nudge to sign.

    2 votes

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  4. Include Pinch as payment gateway

    2 votes

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  5. It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.

    2 votes

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

    2 votes

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  7. For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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  8. Ability to change the header's alignment in quote builder.

    2 votes

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  9. To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details

    2 votes

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  10. It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.

    2 votes

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  11. 2 votes

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  12. Adding a PhD propsal template on the Preloaded template

    2 votes

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  13. 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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  14. Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.

    2 votes

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  15. 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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  16. Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.

    2 votes

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  17. The customer would like to have a button that allows them to record the session whenever they are ready. They spend a great deal of time setting up the call with the customer and it records them helping the customer navigate the PD notary and it makes the file size so much bigger. The video that is being recorded is way too long and has too much unusable footage. They feel with a record button, they can minimize this.

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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

    2 votes

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  19. 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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  20. 2 votes

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