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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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337 results found

  1. Have checkbox option when selecting catalog items so that you can add more than one item at one time.

    1 vote

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    Released  ·  Valeria Pochapskaya responded

    It is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.

  2. increasing the current API rate limits for pdf upload and template creation

    4 votes

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  3. to automate a second document to be sent out once the first document was sent

    35 votes

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    0 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now save even more time by automating repetitive tasks such as sending a follow-up document when a document is sent or completed.

    You can learn more about automations and how to set it up here.

  4. 86 votes

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  5. Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  6. Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.

    54 votes

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  7. Conditional Approvals feature Parity for EV2

    41 votes

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    2 comments  ·  Workflow  ·  Admin →
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  8. how do i enable recipients to add comments against document content fro response back?

    23 votes

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  9. 38 votes

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  10. Make PandaDoc QES compliant

    39 votes

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  11. The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

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    Released  ·  8 comments  ·  Other  ·  Admin →
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  12. Adjust signing order for sent documents without having to edit and resend the document

    11 votes

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    Hello there! 👋

    I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

    Your feedback would be greatly appreciated.

    Best,

    Igor from the Product Team at PandaDoc

  13. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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  14. The ability to remove the option. "sign in your chosen font".

    I need people to actually sign or upload a signature. A pretty font is not legal for our business.

    1 vote

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  15. I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  16. 53 votes

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    Released  ·  3 comments  ·  Workflow  ·  Admin →
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  17. There should be an option to add a customisation to the Table of Contents on EV2.

    67 votes

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  18. Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Admin →
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  19. We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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  20. 75 votes

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