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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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4096 results found

  1. I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.

    3 votes

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  2. 8 votes

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  3. I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. 3 votes

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

    3 votes

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  6. 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.

    6 votes

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  7. Have the ability to have the paragraph bullet points span multiple pages

    2 votes

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  8. Be able to sort by a specific year or month.

    2 votes

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  9. When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    2 votes

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  10. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    3 votes

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  11. When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…

    3 votes

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  12. ACH payments via Stripe for non-US accounts/non USD accounts

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  13. A block which allows to draw in it; a function to draw images in the templates/documents.

    2 votes

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  14. Ability to overlay image into a video block

    1 vote

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  15. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  16. Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block

    7 votes

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  17. Have the ability to import new Users via a CSV

    2 votes

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  18. receiving email updates when people in my company joins panda doc

    2 votes

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  19. Create a document level or system level custom field/variable so users can store their own internal ID or information.

    2 votes

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  20. 6 votes

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