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  1. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    54 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    The downloaded specific form fills by CSV, would like the partner ID form SFDC to be included within that.

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  2. Hiding the banner of the document when embedding through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Banner Placement: Alternatively, could we adjust the placement of the banner to a less obtrusive position within the iframe? Moving it to a less prominent location would allow the "Start Signing" button to be more easily visible and accessible to users.

    Button Placement: Is there an option to modify the placement of the "Start Signing" button itself? Shifting it to a different location within the embedded version could help overcome the obstruction caused by the cookie banner.

  3. Pull items from content library as an attachment/hyperlink

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Please add this functionality where the clients can pull up the content library as an attachment.

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

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Can make a recipient signer even without content fields.

  5. Have the conditional fields logic stay with a shared template from another workspace.

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Please preserve the conditional fields in the template. What happens is when a template is bundled with other documents the template loses the set conditional fields.

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  · 

  6. Detailed reporting: Date Filter, Content Library, Upcoming Renewals

    26 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Please include the email address, name, and all the variables in the document be available in reporting.

  7. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    134 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Do not want to split the document into multiple parts due to automatic page breaks.

  8. Add a middle name to personal information

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  · 

    Please allow the middle initial to auto-populate as well in the initials field.

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