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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5395 results found

  1. Linking the contact role in D365 to the role on the template

    1 vote

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  2. 1 vote

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  3. Allow to map quantity of items to certain variables

    8 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. At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear

    6 votes

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  5. Be able to set up auto-reminders per signer, not only per document

    24 votes

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  6. 12 votes

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  7. Be able to use ACH payments with Quickbooks payment gateway

    133 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  8. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 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!

  9. I want to integrate with MS Dynamics GP

    2 votes

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  10. 16 votes

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    3 comments  ·  Approvals  ·  Admin →
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  11. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    23 votes

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  12. 2 votes

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    • set approvers for groups of users within PandaDoc
    • user-related not template related
    73 votes

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    18 comments  ·  Approvals  ·  Admin →
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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  13. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    7 votes

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  14. Make the optional items in pricing table required for the customer to choose.

    75 votes

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  15. When viewing a pandadoc on a mobile device (not through the pandadoc application) the words of a document become garbled. (coding for mobile web is not user friendly)

    2 votes

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  16. 2 votes

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  17. PD was not user friendly enough for them.

    3 votes

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  18. Global Settings: the same Roles for all templates to be created

    6 votes

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  19. 4 votes

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    1 comment  ·  Approvals  ·  Admin →
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