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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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7271 results found

  1. Option to use shared content library items in Smart content

    13 votes

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  2. export document data on waiting for signatures into excel

    13 votes

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  3. Drag radio buttons from one page to another (for options that are one page long each)

    13 votes

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  4. adding tags to multiple documents

    13 votes

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  5. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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  6. 13 votes

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  7. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    13 votes

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  9. Would like to have an AND operator when using conditional content to populate content library items in a template.

    13 votes

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  10. Add a smart content block next to another block, or to a table

    13 votes

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  11. Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    13 votes

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    1 comment  ·  Other  ·  Admin →
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  13. It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    13 votes

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  14. Option to have a collaborator in forms

    13 votes

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  15. Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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  16. Custom QR code to our documents for recipients to use.

    13 votes

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  17. Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  18. Would like the ability to preview the PDF before sending the document

    13 votes

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  19. pass tokens HubSpot to PD forms

    13 votes

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  20. I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 votes

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