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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7262 results found

  1. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  2. Would love a gridline or ruler option to overlay on page to help with lining up text & images

    26 votes

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  3. 4 votes

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  4. Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.

    1 vote

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  5. The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.

    1 vote

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  6. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  7. When the document's status changes - > move the deal to the custom stage via Automations feature

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    4 votes

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  9. Allow multiple themes when documents are bundled.

    20 votes

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  10. Would like to see a supported PD integration with Planning Center.

    1 vote

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  11. 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!

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

    5 votes

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  13. 10 votes

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  14. 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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  15. 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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  16. 1 vote

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

    2 votes

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  18. 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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  19. 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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  20. 1 vote

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