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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7239 results found

  1. would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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  2. I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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  3. keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over

    1 vote

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  4. The option to make the checkboxes within the pricing table only editable to users and not recipients

    3 votes

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  5. 4 votes

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  6. 9 votes

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  7. They use Publisher to design documents in a magazine style. Having this feature would simplify their workflow by building and sending within Pandadoc.

    1 vote

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  8. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    16 votes

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  9. 1 vote

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  10. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.

    2 votes

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  12. 1 vote

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  13. You should add a "clear local storage and try again" button to the error message when a file fails to convert.


    I've run into multiple problems uploading files that I want to become editable.

    Each time, a support agent was able to upload the file for me, but I was not.

    Each time, they asked me to clear my cache and try again (which also did not work).

    Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.

    If you add a button that does this, then you alleviate your support system if…

    1 vote

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  14. No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. Re-add the refresh token option in EV2

    2 votes

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  16. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    17 votes

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  17. Automatically place signature field on every page by dropping it once

    64 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!

  18. 2 votes

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  19. when the document is uploaded to Microsoft teams, there's no option to convert it.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Select multiple text boxes to cleanly copy/paste into Word or Outlook

    (originally spoke to Raena Aniban on support)

    2 votes

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