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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6042 results found

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

    18 votes

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  2. 4 votes

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  3. It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.

    4 votes

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  4. 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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  5. Ability to suggest edits to eForms.

    5 votes

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

    9 votes

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  7. 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.

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

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. 1 vote

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  10. 18 votes

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  11. pass tokens HubSpot to PD forms

    13 votes

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  12. When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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  13. 2 votes

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  14. Want to have the ability to align the position of the text within the field.
    It needs to work for any text entered by the signer.

    56 votes

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  15. 2 votes

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  16. 3 votes

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  17. Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    6 votes

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  18. If we send a contract to be signed and the customer signs it as is, to automate the countersignature from our legal team. If no changes are made (no redlining), they don't need to see it.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. When adding a new section in the pricing table at the bottom via '+ Section', the new section has to be dragged elsewhere in the pricing table (if the desire is to add the section towards the top or in the middle, for example). Could there be a functionality where it's not automatically added at the bottom and has to be dragged to the desired position in the pricing table?

    2 votes

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  20. 20 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!

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