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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7168 results found

  1. Document/signature forwarding is allowed to specific recipients

    Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. List documents endpoint

    API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  3. Key-based digital signature

    Key-based digital signature for PandaDoc: https://helpx.adobe.com/acrobat/using/certificate-based-signatures.html

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Auto page size adjustments

    Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  5. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    5 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Choose a folder in which documents created from HubSpot will appear

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Sequence number change

    Possibility to change sequence number after the document has been sent.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Payment block without configured gateways

    Option to use Payment block without configured gateways.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Make the upload field contents available to all recipients

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Add value on textfields using CRM variables

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  14. Ability to bulk download all signed documents from HubSpot

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Autofill the signature field with previously used signature by the signer

    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.

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. n8n.io

    Integration with n8n.io

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Different company names for whitelabeling accounts/multiple workspace

    Ability to have different/separate company names for multiple whitelabeling accounts.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025

    When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…

    4 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  19. Export Quote Builder/Pricing table as CSV

    We'd like to export CPQs, tables as a CSV file

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Variables: Have the ability to use "Sender" details from variables without sending the document to the sender

    Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.

    4 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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