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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Hello,

    So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
    However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
    Can you please look into this, as this could be a deal breaker for many scenarios.

    1 vote

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  2. Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.

    4 votes

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  3. Ability to rename the document sequence.

    4 votes

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    • due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
    2 votes

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  4. Global design panel to manage advanced design across ALL workspaces.

    3 votes

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  5. 1 vote

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  6. Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field

    6 votes

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  7. 5 votes

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  8. 1 vote

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  9. 1 vote

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  10. 4 votes

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  11. When duplicating a document, to preserve the information (payment data).
    It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
    example: A completed agreement for an event with the number of guests, deposit, and date.
    Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.

    4 votes

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  12. stretch an image to the edges in the header (both on the left and right side)

    4 votes

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  13. 1 vote

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  14. Adding multiple Images on a placeholder.

    2 votes

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  15. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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  16. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    188 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  17. Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    256 votes

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  18. So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se

    3 votes

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  19. should be possible to create red bullets and have black text following?

    4 votes

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