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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. remove Open PandaDoc option from the page once the recipient signs the document.

    Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.

    Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.

    https://pandadoc.zendesk.com/agent/tickets/396379

    1 vote

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  3. Option to add a percentage fee only for one separate section

    1 vote

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  4. Mobile/Web App will be able to complete a document when there are internet interruptions.

    1 vote

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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 set default font for each heading

    8 votes

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  7. Ability to create multiple heading styles in a template

    9 votes

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  8. 1 vote

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  9. 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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    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.


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

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. 1 vote

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  12. 1 vote

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  13. A way to convert a Google Form to a Pandadoc Form

    3 votes

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  14. Automatically set the receiver as the client in Monday.

    • automatically adds reciever as client in monday.com during creating a document.
    3 votes

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  15. Auto-update contacts in PandaDoc once they're updated in Google.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. pass tokens HubSpot to PD forms

    13 votes

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

    1 vote

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  18. The current navigation to the cancelation button is very difficult. It's displayed in settings > Billing which wasn't obvious for the client.

    1 vote

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  19. 1 vote

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    0 comments  ·  API  ·  Admin →
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  20. 2 votes

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