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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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7423 results found

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

    7 votes

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  2. 19 votes

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

    10 votes

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  4. 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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  5. 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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  6. 4 votes

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

    10 votes

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  8. 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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  9. 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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  10. Ability to lay images or other content blocks within another content block.

    104 votes

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  11. 1 vote

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  12. More design options like slide decks

    17 votes

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  13. Find and Replace All feature in a document or a template

    207 votes

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  14. 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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  15. Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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  16. 6 votes

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  17. when bulk downloading documents save them as PDF, not in ZIP file

    6 votes

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  18. This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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  19. For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

    4 votes

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