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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7303 results found

  1. Add ZWL i.e. Zimbabwean dollar to available currencies.

    1 vote

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  2. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order

    2 votes

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  4. Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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  5. Ability to make the video thumbnails smaller

    1 vote

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  6. Option to change placeholder text in field blocks permanently

    2 votes

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  7. ZIP code UK format or International in the Text Field

    7 votes

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  8. 19 votes

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  9. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    128 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  10. Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    10 votes

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  11. Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. A method that can authenticate the user to automatically log in with the help of API-key or access token.

    2 votes

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  13. 4 votes

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  14. Ability to allow users to attach files even when the document has been sent.

    10 votes

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  15. In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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  16. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    31 votes

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  17. 1 vote

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  18. More design options like slide decks

    17 votes

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  19. Ability to lay images or other content blocks within another content block.

    103 votes

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  20. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    8 votes

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