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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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642 results found

  1. Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    8 votes

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  2. Ability to change the page type after the page has been created and items have been added

    2 votes

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  3. 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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  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. be able to add an invoice person to a signed Panda doc - often we do not have the invoice person contact info and the signer frequently does not know until after they sign

    2 votes

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  7. Ability to add a shipping cost row into the total of the pricing table.

    3 votes

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  8. There should be a feature that allow you to combine templates and documents

    88 votes

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  9. 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.

    1 vote

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  10. Ability to lay images or other content blocks within another content block.

    34 votes

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  11. 1 vote

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  12. Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs

    5 votes

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  13. Quick view for pending documents needs to sign

    2 votes

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  14. Option to add content library items as attachments to the documents

    3 votes

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  15. 1 vote

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

    1 vote

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  17. 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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  18. 6 votes

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  19. Having an option to set validity dates for templates

    4 votes

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  20. I'd like to indent the first line of a paragraph, but when I press tab it indents the entire paragraph.

    2 votes

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