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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6452 results found

  1. 5 votes

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  2. By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner

    1 vote

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  3. Auto update fields data in PandaDoc once Zendesk is updated

    1 vote

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  4. 1 vote

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  5. Allow Search cross workspaces for documents

    20 votes

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  6. Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.

    21 votes

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  7. The customer would like to see variables be able to be displayed in other languages, not just english.

    12 votes

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    Idea  ·  2 comments  ·  Localization  ·  Admin →
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  8. Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    1 vote

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  9. 1 vote

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  10. Add the ability to make a field read only

    5 votes

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  11. 6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. Notifications about document updates for all recipients

    19 votes

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  13. Automatic formatting mirroring in two columns of the table

    2 votes

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  14. The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.

    2 votes

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  15. There is an option to use Made by PandaDoc CL items when add a CL item or when add an image.
    It would be great to add this feature when you add a background image (to use media created by PandaDoc).

    1 vote

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  16. In our contract, we include the PandaDoc signed cost proposal as "Attachment B" to our contact, which is visible to clients without clicking on an attachment. The PDF file format option was available to us using the classic editor. However, in 2.0 the image block only supports the following 3 files: JPG, PNG, WebP. Since PandaDoc does not export completed documents in these supported file formats, it makes it incredibly challenging to include the cost proposal as a visual document in our contract.

    3 votes

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  17. 39 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!

  18. PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    10 votes

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  19. Ability multiselect fields with bulk actions
    NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)

    291 votes

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    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

  20. Can add a shape to a background color, to make it more customizable. For example, rounded ends on the background color for text.

    2 votes

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