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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Should be possibility to start a bundle when creating a document bundle from Salesforce

    7 votes

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  3. It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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  4. The customer would like to be able to edit pricing table images from the catalog from within the document.

    5 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!

  5. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 votes

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  6. 3 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!

  7. Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    2 votes

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  9. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    10 votes

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  11. Integration with Dynafile

    2 votes

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  12. saved message language, how can I change that to Dutch?

    2 votes

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  13. Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    18 votes

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  14. 4 votes

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  15. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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  16. Ability to suggest edits to eForms.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Ability to create multiple heading styles in a template

    9 votes

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  18. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    55 votes

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    Solution Exists  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.

  19. Zapier automation that notifies when someone leaves message in chat

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. 1 vote

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