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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7242 results found

  1. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    7 votes

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  2. I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.

    2 votes

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  3. Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. 2 votes

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  5. 5 votes

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    1 comment  ·  Other  ·  Admin →
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  6. 1 vote

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  7. When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.

    1 vote

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  8. Customer would like the Canopy to be integrated to PD

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Option to pass values from variables that are not used in a document to Zapier.

    2 votes

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  10. Use different types of bullet points in the same table block

    1 vote

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  11. Indent bullet points inside of table

    1 vote

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  12. Option to set up signing order in mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  13. Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.

    6 votes

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  14. Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    9 votes

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  15. Customer would like to automatically remove any empty row in the table when he export data from an excel.

    1 vote

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  16. Option to setup the document name and include the recipient's name, so the document name, for example, is shown as Endorsement Agreement - John Smith

    2 votes

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  17. Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.

    The idea is to trigger products fetching event after the bundling event.

    2 votes

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  18. 2 votes

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  19. Auto-fill sender's signature once the document is signed by the client

    49 votes

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    2 comments  ·  Automations  ·  Admin →
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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!

  20. To have the option for Webhook to expose an IP or recipient details of who viewed the document.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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