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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 40 votes

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    Released  ·  6 comments  ·  Localization  ·  Admin →
  2. Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.

    111 votes

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  3. American legal size paper - 8.5 x 14 inches
    A3 page size

    92 votes

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    Hi there! Great news! We've launched new page sizes for US Legal and A3. Want to update the page size within your document? Follow the steps below:


    1. Open the document editor
    2. Click "...." in the top right corner of the page which size you want to change
    3. Choose "Page properties" in the dropdown
    4. In the right menu find "LAYOUT" section and click on it
    5. Choose "Page size"


    The page size changes only for the page you select, so if you would like to change the page sizes for all pages - the steps above should be repeated. If you upload a file, the page size will be detected automatically. 

  4. 14 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  5. 8 votes

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    We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:


    • Split payments into two parts (deposit + remainder)
    • Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
    • Provide recipients with a complete schedule of installments
    • Automatically send reminders before due date


    Check this article to know more about Installments.


    If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments

  6. I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.

    3 votes

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    1 comment  ·  Admin →
  7. Customer would like to pull a report of all workspaces and filter by workspace.

    26 votes

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  8. Use tab to jump to the next field to fill and assign field

    50 votes

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  9. 6 votes

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  10. 1 vote

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  11. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    62 votes

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  12. Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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  13. The option that will allow a user to replace the uploaded PDF with another PDF but leave all the text blocks and fields on the places where they are now.

    67 votes

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    Released  ·  3 comments  ·  Admin →
  14. 83 votes

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  15. If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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  16. 1 vote

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  17. Automatic update of currency depending on the currency of catalog item.

    6 votes

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  18. Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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  19. We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.

    Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
  20. ability to rename a document when when on viewing mode (opened document)

    2 votes

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