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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7638 results found

  1. 11 votes

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  2. a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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  3. 2 votes

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  4. When duplicating a document, to preserve the information (payment data).
    It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
    example: A completed agreement for an event with the number of guests, deposit, and date.
    Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.

    4 votes

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  5. stretch an image to the edges in the header (both on the left and right side)

    4 votes

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  6. an option to use a custom field with data merge in Hubspot

    20 votes

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  7. 34 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!

  8. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    6 votes

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  9. User would like to have the certificate of signature in specific language with local time

    28 votes

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    Idea  ·  6 comments  ·  Localization  ·  Admin →
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  10. Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. 1 vote

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  12. To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.

    1 vote

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  13. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. 4 votes

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  15. 1 vote

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  16. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. When uploading a PDF document as a template improve field recognition.

    12 votes

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  18. no extra page when adding item from content library

    18 votes

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  19. replace a particular variable from all my templates all at once

    7 votes

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  20. 1 vote

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