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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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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268 results found

  1. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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  2. format column color,
    change font size for Total
    Format color of the Pricing table footer

    190 votes

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  3. Add possibility to filter by Date Completed and by token value.

    10 votes

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    Please be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1
  4. I'm probably the only one who will ever need this but it is crucial to my organization. If you could implement this change and add this currency, I would love PandaDoc forever. I would imagine that it would only take a second to add it in the drop down options for table currencies in the property settings of price tables. It would just have to read "XPF CFP francs". Thanks!

    1 vote

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  5. 169 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

  6. option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/1500010809981--Editor-2-0-Presentation-mode


    Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  7. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    110 votes

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  8. Export data on incomplete/viewed documents to a csv or excell file for reference

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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  10. 58 votes

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  11. Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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  12. Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.

    10 votes

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  13. May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    3 votes

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  14. Ability to redline a document without leaving pandadoc.

    159 votes

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    11 comments  ·  Workflow  ·  Admin →
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  15. To have the feature to use the search bar for document-numbered files.

    4 votes

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  16. Merge cells in a table.

    154 votes

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  17. Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    145 votes

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  18. 29 votes

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    6 comments  ·  Other  ·  Admin →
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  19. A simple way to move and reorder pages in a document.

    161 votes

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  20. Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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