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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. Table of Contents Page Numbering does not align with PDF Proposal generated and shows incorrect numbering

    41 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!

  2. Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)

    5 votes

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  3. 10 votes

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  4. Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    18 votes

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  5. Would like to have an AND operator when using conditional content to populate content library items in a template.

    13 votes

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  6. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. A way to adjust the Cover Page Width to be the same size as all documents

    2 votes

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  8. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    6 votes

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  9. I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent

    1 vote

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  10. 1 vote

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  11. Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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  12. Option to collect payment on the payment gateway

    • will allow the user to view or collect payment within the document
    3 votes

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  13. Ability to have Bulk send analytics results.

    4 votes

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  14. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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  16. I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings

    1 vote

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  17. I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.

    1 vote

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  18. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    5 votes

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  20. 14 votes

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