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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. when you press Next and go to signature, the window to sign won't open (so you need press signature)

    2 votes

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  2. option to setup a fillable field for date that will auto fill the date that the client opened the link

    17 votes

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  3. An option to save custom variables / tokens to be used across templates.

    33 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!

  4. Option to delete a section header in the Pricing table without deleting the rows within the section

    9 votes

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  5. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    14 votes

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    1 comment  ·  API  ·  Admin →
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  6. We are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original version.

    Thanks in advance!

    4 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. Password change notification.

    2 votes

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  8. Email validation for contacts

    10 votes

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    3 comments  ·  Other  ·  Admin →
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  9. A customer wants to decide in which object their sales team is able to create documents.

    5 votes

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  10. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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  11. Automatically place signature field on every page by dropping it once

    68 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. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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  13. Justify tex properly, there is an option but it does not change anything within the text.

    6 votes

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  14. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Client would like to be able to add text over images added in PandaDoc editor

    16 votes

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  16. Be able to link with Free Agent

    3 votes

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  17. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    12 votes

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  18. 1 vote

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  19. 1 vote

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  20. language issues (date, position of the € sign).

    5 votes

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