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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. The option to draw in PandaDoc from the recipient's side.

    15 votes

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  2. Increase file upload size limit

    15 votes

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    Released  ·  Valeryia Baranava responded

    Great news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!

  3. Difficulties with indentation.

    15 votes

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  4. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    15 votes

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  5. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    15 votes

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    0 comments  ·  Approvals  ·  Admin →
  6. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 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!

  7. Option to sort the documents by completed date and time.

    15 votes

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  8. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    15 votes

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  9. Allow users to add the Cost of Goods as a column in a pricing table.

    15 votes

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  10. Editor 2.0

    Ability to delete comments

    15 votes

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  11. Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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  12. 15 votes

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  13. Salesforce mapping of products into different pricing tables

    15 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
  14. Ability to Integrate Rooms with Salesforce

    14 votes

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    0 comments  ·  Rooms  ·  Admin →

    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!

  15. Ability to customize formula in a pricing table.

    14 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!

  16. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    14 votes

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  17. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    14 votes

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  18. Add the CRM Go High Level to PandaDoc

    14 votes

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

    14 votes

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  20. 14 votes

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