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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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438 results found

  1. 59 votes

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    Released  ·  12 comments  ·  Admin →
  2. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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  3. Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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  4. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    87 votes

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    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!

    Learn more about this functionality here.

    You can also assign all fields at once on the document level before you send the document.

    • If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
    • If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.


  5. 96 votes

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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. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

  6. Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.

    10 votes

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  7. May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    3 votes

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  8. Ability to redline a document without leaving pandadoc.

    159 votes

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  9. Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

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  10. To have the feature to use the search bar for document-numbered files.

    4 votes

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  11. Merge cells in a table.

    154 votes

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    Released  ·  4 comments  ·  Admin →
  12. Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    145 votes

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    Released  ·  10 comments  ·  Admin →
  13. 29 votes

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    6 comments  ·  Other  ·  Admin →
  14. A simple way to move and reorder pages in a document.

    161 votes

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    Released  ·  2 comments  ·  Admin →
  15. To have the ability to save documents in google drive from PandaDoc

    18 votes

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  16. Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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  17. 32 votes

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    1 comment  ·  Integrations  ·  Admin →
  18. Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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  19. password protect document option for business plan

    5 votes

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    0 comments  ·  Other  ·  Admin →
  20. Insert images in pricing table in Editor 2.0.

    121 votes

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