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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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7261 results found

  1. Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 1 vote

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  3. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.

    9 votes

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  5. Freee trial in recurring payment option

    • Free trial option aside from Weekly, Monthly, and Annually in recurring payment
    3 votes

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  6. Ability to automatically change the color of the variable depending on its value (negative/positive).

    6 votes

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  7. 3 votes

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  8. 4 votes

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  9. The ability to download a Form as an Excel file

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  10. Ability to bundle more than 10 documents in a bundle

    62 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 this scenario namely:

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

  11. Page break - allow space settings untherneath header section and above footer section for better perceived quality with automatic page breaks. Currently many users are adopting workaround with manual page breaks and inserting text space object.

    Today automatic page break is almost of no use.

    Adding this simple feature would allow enhanced productivity and more easy user adoption for multi-page documents.

    Easy solution would be to provice setting for empty space line in the header and footer sections.

    3 votes

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  12. Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

    4 votes

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  13. I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.

    Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.

    Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…

    5 votes

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  14. I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    5 votes

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  15. As someone who may not have access to their computer all the time, it would be ideal if I could forward a document for signature from the iOS app.

    I am specifically referring to the signature forwarding feature when I want someone else to sign instead of me.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  16. When a recipient clicks an image with lightbox enabled, the larger image isolates in the center of the screen.

    1 vote

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  17. Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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  18. 2 votes

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  19. Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.

    8 votes

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  20. Option to invite a Collaborator under Team and seats instead of adding them on the document level

    4 votes

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