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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7481 results found

  1. Mirror custom product order when synced to PD Pricing table.

    1 vote

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  2. Ability to apply negative spacing on text.

    1 vote

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  3. Remove header block.

    10 votes

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  4. Ability to pull tokens from both Deal and Contant records simultaneously

    10 votes

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  5. I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    4 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  6. some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal

    5 votes

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  7. 5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  8. The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.

    1 vote

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  9. Linking the contact role in D365 to the role on the template

    1 vote

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  10. 1 vote

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  11. Allow to map quantity of items to certain variables

    8 votes

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  12. At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear

    6 votes

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  13. Be able to set up auto-reminders per signer, not only per document

    24 votes

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  14. 12 votes

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  15. Be able to use ACH payments with Quickbooks payment gateway

    133 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  16. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 votes

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  17. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values

    16 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. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. 1 vote

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  20. 1 vote

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