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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7585 results found

  1. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  2. combine pdfs in single file

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. 56 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!

  4. Integrate with Fillquick

    3 votes

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  5. Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.

    3 votes

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  6. A new folder is created when a document is completed

    1 vote

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  7. Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Program a date/time to send a document from Hubspot

    1 vote

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  9. Customer would like to rearrange the titles on the dashboard

    2 votes

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  10. Option to set document value based on variable

    4 votes

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  11. Ability to add signature field without assigned recipient.

    11 votes

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  12. Send another PandaDoc document when PandaDoc document status changed to Paid

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. Current process:

    1. Create a new template OR create a template from an existing document and then polish it up
    2. Create document
    3. Realize there is no approval workflow
    4. Convert to template
    5. Add workflow to template
    6. Create document
    7. Delete document that was originally created in Step 2

    As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. ability to adjust page numbering height that is shown in the PDF

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  15. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  16. The option to use > and < when defining Conditional Logic for Smart Content.

    25 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!

  17. Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.

    5 votes

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  18. Integration with Amadeus Delphi to make eSignature faster.

    1 vote

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  19. Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
    This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  20. Option to save variable value to CLI

    1 vote

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