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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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743 results found

  1. While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.

    3 votes

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  2. The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.

    It would be far easier to search YouTube from within Panda doc.
    If you could limit the scope of search to a specific account even better.

    1 vote

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  3. 13 votes

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  4. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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  5. When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
    ex. renewal agreement attached to a qbr

    1 vote

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  6. Sales team is not adopting to PD because the formatting is very different from Word.

    36 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!

  7. Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.

    2 votes

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  8. It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"

    3 votes

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  9. 1 vote

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  10. The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.

    2 votes

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  11. It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.

    3 votes

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  12. 1 vote

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  13. change the mark on the check box from check to "x"

    1 vote

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  14. Hello, can you please include a way for your customer's to send a copy of their PDF files from Pandadoc via a link whenever emailing the PDF files to others, verses always sending the PDF files as an attachment within an email whenever you email the PDF files to others. Because some companies/people don't like to open attachments due to computer viruses.

    Please consider this as an immediate option. Many other companies that I create other type of PDF files with do provide this option (emailing via a link) with their PDF files.

    I appreciate your taking the time to…

    1 vote

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  15. 5 votes

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  16. the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)

    3 votes

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  17. Ability to set up custom Line spacing for entire text within the document.

    11 votes

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  18. Ruller for blocks and images, so once you adjust it's size you can see exact size in pixels/mm/etc.

    2 votes

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  19. If a field's font size is altered, it no longer is affected by font changes made in the design settings. It would be nice to have the option to force changes to apply to every single field on a document, regardless of whether or not it has been previously changed.

    1 vote

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  20. 2 votes

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