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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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7405 results found

  1. Improve the image quality of PNGs and JPegs. PandaDoc often destroys the quality of uploaded images.

    1 vote

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  2. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Ability for the account owner to restrict members from uploading documents/templates

    2 votes

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  4. 20 votes

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  5. 3 votes

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  6. Client entered option into Radio button but it goes off of the page. Can we please allow for a line break in Radio Buttons (pressing Enter) to ensure the options do not go off of the page?

    4 votes

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  7. Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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  8. delete a workspace or archive a workspace

    64 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!

  9. Ability to increase the number of decimals within product catalog

    6 votes

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  10. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    23 votes

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    5 comments  ·  Forms  ·  Admin →
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  11. Ability to set up a deadline for payment or payment reminder.

    3 votes

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  12. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    11 votes

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  13. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.

    1 vote

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  15. Ability to set document layout for all the uploaded documents.

    9 votes

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  16. 3 votes

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    1 comment  ·  Other  ·  Admin →
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  17. We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".

    8 votes

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  18. Have a content block that allows customers to connect to reviews websites (G2, Gartner PeerInsights, Google, etc), filter by their business and have content dynamically appear in documents according to certain rules (eg. no bad reviews). Something like what this vendor is offering: https://elfsight.com/widgets/

    1 vote

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  19. Option generate session ID for document in Waiting for approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. The option to reconnect/transfer all the PandaDoc documents from the Pipedrive deals to Hubspot deals.

    1 vote

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