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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 setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table

    4 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!

  2. Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    12 votes

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  3. Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    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!

  4. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    451 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  5. 27 votes

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  6. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    24 votes

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  7. when fill in a document with optional fields the arrow should point all the fields (required and optional)

    115 votes

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  8. Option to have Send Document EmailL content to be in the Hubspot activity

    3 votes

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  9. Option to change placeholder text in field blocks permanently

    3 votes

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  10. To have the option to save a product from the pricing table to the catalog for manually added products

    8 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!

  11. Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 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!

  12. Use workflow trigger from Hubspot to update deal status once a document has been signed

    5 votes

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  13. How to make suggest edits available for other blocks besides text blocks?

    4 votes

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  14. Allow Search cross workspaces for documents

    27 votes

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  15. 297 votes

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    We wanted to share an update regarding the 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.

  16. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    8 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    67 votes

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  18. 128 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.

  19. 51 votes

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  20. I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.

    24 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!

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