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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6437 results found

  1. I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.

    1 vote

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  2. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. If a document has a .gif image, when it is downloaded the gif is still animated in the pdf file.

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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  7. 2 votes

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  8. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →
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  10. Ability to import information from Excel to pricing tables

    16 votes

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    Hi. Currently, we don't have a direct feature for importing Excel files and 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. However, we do support creating tables from Excel data. 

    Here's a quick guide on how to do it:

    1. Copy Tables: You can copy a table, or part of a table, from Office Suite (Office 365 and desktop versions), Google Workspace, or even HTML.
    2. Paste in PandaDoc: Simply paste (Cmd/Ctrl + V) it into a PandaDoc page. This action will create a new PandaDoc table in your template, document, content library item, or form.
    3. Styling Options: You can restore the original styling of the table by selecting 'Source formatting' in the dropdown menu at the lower right corner of the table in PandaDoc.

    For copying into a pricing table specifically:

    1. Prepare Your Table: Ensure your…
  11. 11 votes

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  12. Ability to generate a report on the time when the document was signed

    2 votes

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  13. Ability to view the background image within the page properties.

    2 votes

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  14. Ability to view payment clicks, or the user who already click the payment button.

    1 vote

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  15. Link Inbox so 2 users can view it.

    1 vote

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  16. add tag to documents automatically via zapier

    3 votes

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  17. track edits feature in the document like in MS word or google docs

    9 votes

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  18. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.

    1 vote

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  20. 7 votes

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