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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6838 results found

  1. Ability to upload more than 10 files to Attachments

    1 vote

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  2. I'd like to have automatic numbered list with a conditional logic. For instance, if the person is a company, Paragraph 3 should be deleted, so Paragraph 4 becomes Paragraph 3.

    1 vote

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  3. Option to update values from Salesforce via Import from CRM option for sent and viewed documents

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  4. import non-PDFs through the Gmail plug-in

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  5. I just installed the GMail extension, but it only works if there is a PDF attachment in the email. Could you add a feature to be able to generate documents from the plugin?

    1 vote

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  6. Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.

    1 vote

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  7. Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template

    1 vote

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  8. Start document sequence numbering from 0

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  9. Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.

    1 vote

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  10. Integrate payments using the HubSpot payment cart

    1 vote

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  11. The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.

    1 vote

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  12. Allow more than 365 days to autofill date field

    1 vote

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  13. Use workspace name as a sender when using white-labeling

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    0 comments  ·  Other  ·  Admin →
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  14. Option to add a fee only to one line item and exclude all other items

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  15. If a customer signs a document, I would like to gain some extra information from this customer. For instance by providing some fields the customer has to fill or select an option before signing (so mandatory). For example I need to know if this customer wants to be billed monthly or annually but only when the customer agrees and signs, so only then I would like an option for the customer to select one of these options. Is it therefore possible to provide some extra pop-up fields eg when the customer clicks on the signing button?

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. Integration with Redmine

    1 vote

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  19. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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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!

  20. Integration with workbooks

    1 vote

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