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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7145 results found

  1. Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    4 votes

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  2. 2 votes

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  3. 1 vote

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  4. Rename "Page Properties" to "Section Properties". Then one section could span across multiple pages, such as when the text exceeds one A4 page, meaning a PDF page break is shown.

    Better would be automatically create a new page within that "section". Then allow each section to have distinct properties like images, footer, header etc.

    1 vote

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  5. Ability to set the A5 format.

    1 vote

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  6. 1 vote

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    0 comments  ·  API  ·  Admin →
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  7. Allow documents to load when they are opened in new tab even if you are on a different tab

    1 vote

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  8. 3 votes

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  9. I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.

    23 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!

  10. 1 vote

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    1 comment  ·  Other  ·  Admin →
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  11. It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…

    2 votes

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  12. 2 votes

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  13. when fill in a document with optional fields the arrow should point all the fields (required and optional)

    102 votes

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  14. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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  15. 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.

    4 votes

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  16. When you create a document, if you are in a folder, it gets created in said folder.

    6 votes

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  17. 1 vote

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  18. rename user of the app as an admin

    6 votes

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  19. 24 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!

  20. A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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