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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 6 votes

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  2. Ability to customize Dashboard to see the total value of specific documents

    6 votes

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  3. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    6 votes

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  4. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  5. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    6 votes

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  6. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    6 votes

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  7. 6 votes

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  8. To have the option to directly manage integrations via Integrately.

    6 votes

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  9. Option to sync Deal amount to Document value with out the use of pricing table

    6 votes

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  10. Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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  11. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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  12. Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  13. I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.

    If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state

    6 votes

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  14. 6 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. 6 votes

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  16. 6 votes

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  17. The option to edit signing order from the Send document window.

    6 votes

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  18. 6 votes

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  19. Option to automatically add roles when you add smart content with the content library items.

    6 votes

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  20. 6 votes

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