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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7423 results found

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

    3 votes

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  2. 10 votes

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  3. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    67 votes

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  4. Please update create Document function in the SDK to accept binary PDF (not url).

    2 votes

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  5. API call for link2CRM for MS Dynamics

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. 7 votes

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  8. 3 votes

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  9. 51 votes

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  10. Ability to turn templates into content library items.

    2 votes

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  11. 2 votes

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  12. 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.

    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!

  13. The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    3 votes

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    0 comments  ·  Other  ·  Admin →
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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!

  14. It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:

    Favorite Color
    - blue
    - green
    - yellow
    - red
    - ENTER-YOUR-OWN-VALUE -

    ... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.

    5 votes

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  15. microsoft teams integration:
    sync with PandaDoc contacts when you add recipients, ability to add company details, address so on

    1 vote

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  16. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    3 votes

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  17. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    2 votes

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  18. A one-click sign all button

    8 votes

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  19. The title of a form can automatically or manually be changed by form recipients.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked

    6 votes

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