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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    7 votes

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  1. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 votes

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  2. Option to Not make a recipient as signer when assigned to a field

    7 votes

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  3. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 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!

  4. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    7 votes

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  5. Client would like the option to create a contact without an email. Some of their clients do not have emails

    7 votes

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  6. At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    7 votes

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  7. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  8. Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Import from CRM for Hubspot for the contact object.

    7 votes

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  10. Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    7 votes

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  11. RESCO CRM

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. The ability to do a surcharge for credit cards but not ACH

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    7 votes

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  14. 7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  16. 7 votes

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  17. Hiding the banner of the document when embedding it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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  19. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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