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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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2992 results found

  1. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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  2. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Able to support desktop version of Quickbooks

    3 votes

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  4. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    22 votes

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    1 comment  ·  Automations  ·  Admin →
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  5. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    28 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!

  6. 3 votes

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    0 comments  ·  API  ·  Admin →
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  7. 34 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!

  8. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    6 votes

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  9. User would like to have the certificate of signature in specific language with local time

    28 votes

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  10. When uploading a PDF document as a template improve field recognition.

    12 votes

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  11. no extra page when adding item from content library

    18 votes

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  12. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    192 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  13. The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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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!

  14. Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    3 votes

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  15. Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    3 votes

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  16. Bulk Export and Bulk delete documents of a particular template that have been completed

    5 votes

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  17. Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    202 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  18. Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    261 votes

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  19. 62 votes

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    7 comments  ·  Approvals  ·  Admin →
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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  20. applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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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!

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