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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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7313 results found

  1. While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.

    3 votes

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  2. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    15 votes

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  3. Ability to connect with Bill.Com

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. 16 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. Ability to justify at the top, middle or bottom alignment in cells

    47 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!

  6. option to setup a fillable field for date that will auto fill the date that the client opened the link

    17 votes

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  7. Mosaic financing partner payment integration

    1 vote

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  8. Option to delete a section header in the Pricing table without deleting the rows within the section

    9 votes

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  9. Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.

    2 votes

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  10. In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    4 votes

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  11. 1 vote

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  12. Ability to move templates without having to retag the fields

    1 vote

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  13. Password change notification.

    2 votes

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  14. Email validation for contacts

    10 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  15. Although the print option is in the ellipsis, it would help with an analog audience to see a print icon at the top menu.
    Recipients need to see how to easily see the ability to print to PDF

    1 vote

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  16. A customer wants to decide in which object their sales team is able to create documents.

    5 votes

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  17. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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  18. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  19. Ability to make it so the profit margin app excludes selected pricing tables

    1 vote

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  20. Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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