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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7513 results found

  1. 2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. change color of font on recipients end for filling in fields

    6 votes

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  3. 6 votes

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  4. 6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. 6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. 6 votes

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  7. 6 votes

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  8. I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    6 votes

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  9. A PDF of a paid document should include the PAID badge, the same as the web view version

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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  11. Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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  12. When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.

    5 votes

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  13. The customer needs to track the changes made to the document content using redlining / suggest edits feature

    5 votes

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  14. A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?

    For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).

    We might not be able to maintain/honor our current pricing that far in advance.

    5 votes

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  15. Have an option to automatically minimize the right-side panel when opening a document for editing.

    5 votes

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  16. It would be nice to have the option to change the Room Owner or have it reassigned

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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  17. Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.

    5 votes

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  18. the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.

    5 votes

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  19. HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).

    5 votes

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  20. receive email notifications when an automation or integration have issues

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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