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  1. 17 votes

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    Charmyn Marchan commented  · 

    The option to add PandaDoc to the Hubspot Tickets cards object

  2. 12 votes

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    Charmyn Marchan commented  · 

    The ability to update recipient information (email address, name, etc) in bulk on sent documents.

  3. 38 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!

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    Charmyn Marchan commented  · 

    The option to have a preview link (instead of just the unique recipient link) to prevent documents from being marked as viewed.

  4. 2 votes

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    Charmyn Marchan shared this idea  · 
  5. 22 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!

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    Charmyn Marchan commented  · 

    Currently, bundled documents with signature fields generates multiple signature certificates. It would be great if there was an option for the signature certificate to be multiple or unified in one page.

  6. 14 votes

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    Charmyn Marchan commented  · 

    The option to send the documents from two or more email addresses with one user profile.

  7. 14 votes

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    Charmyn Marchan commented  · 

    Specifically, including system variables that contain text such as the ones generated from Quote Builder blocks (billing frequency: per month, per year, etc.) when localization is applied. Currently, it remains in English even if a different language is selected.

  8. 17 votes

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    Charmyn Marchan commented  · 

    The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.

  9. 4 votes

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    Charmyn Marchan commented  · 

    To have a better experience when interacting with Forms (each question shows up one at a time) similar to JotForm.

  10. 5 votes

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    Charmyn Marchan commented  · 

    The ability to countersign a completed document without uploading a copy.

  11. 4 votes

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    Charmyn Marchan commented  · 

    The ability to change payment app set up without affecting the fields of signed documents.

  12. 3 votes

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    Charmyn Marchan supported this idea  · 
  13. 29 votes

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    Charmyn Marchan commented  · 

    To be able to add fillable fields which dynamically adjust the document text, leaving just enough space (not too much) giving a cleaner look on documents.

  14. 27 votes

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    Charmyn Marchan commented  · 

    locations and chain of custody

  15. 27 votes

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    Charmyn Marchan commented  · 

    Disable auto-reminders for documents already sent in bulk too.

    Charmyn Marchan shared this idea  · 
  16. 19 votes

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    Charmyn Marchan supported this idea  · 
  17. 3 votes

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    Charmyn Marchan supported this idea  · 
  18. 4 votes

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    Charmyn Marchan commented  · 

    Make the table dynamic, the row count and data for each row would be based on the Airtable record passing data to PandaDoc.

    Charmyn Marchan shared this idea  · 
  19. 145 votes

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    Charmyn Marchan commented  · 

    Change the status from 'Viewed' to 'Signed' as soon as the signature field has been filled out.

  20. 15 votes

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    Charmyn Marchan supported this idea  · 
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