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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. https://drive.google.com/file/d/1p6-IFYc2Vu7bQGN12wdZzTfoXdKC7RPq/view?usp=drivesdk

    It would benefit to multi select several documents at the same time for a specific task.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  2. Option to pass values from HubSpot custom fields that are not displayed in the "About this deal" section of the deal

    1 vote

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  3. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  4. The ability to receive a prompt message first before it deletes the entire content or table.

    1 vote

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  5. 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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  6. import non-PDFs through the Gmail plug-in

    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

    1 vote

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  9. Allow more than 365 days to autofill date field

    1 vote

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  10. Option to add a fee only to one line item and exclude all other items

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. 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!

  14. A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.

    1 vote

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  15. Align the title in the center on the cover page automatically

    1 vote

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  16. I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.

    1 vote

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  17. Option to edit document link thumbnail when the document link is shared with a recipient

    1 vote

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  18. It would be more helpful if only the ones that needed to be signed shows in the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Group users by country or custom property for billing and then report on those segments

    1 vote

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  20. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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