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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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2933 results found

  1. To have the possibility to select two or more columns in a table and distribute to make them the same size.

    2 votes

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  2. We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!

    1 vote

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  3. When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.

    This would be useful for a lot of service-based businesses who invoice after work is complete

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  5. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    6 votes

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  6. How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.

    1 vote

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  7. Ability to upload more than 10 files to Attachments

    2 votes

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  8. Ability to add a phone number used for recipient verification to the signature certificate.

    8 votes

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    1 comment  ·  Other  ·  Admin →
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  9. A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 2 votes

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  11. 5 votes

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  12. Have the option to auto-update the documents after updating the template used to create those documents

    11 votes

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  13. Add endpoint to share templates via API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  14. Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.

    2 votes

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  15. The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    56 votes

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  16. detect the documents of the deleted user in the document filter owner

    8 votes

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  17. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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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. MS word feature [excess text will go on next page]

    5 votes

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  19. When someone signs the document I send them, I would like to insert their details in a Google Sheet document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    12 votes

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    1 comment  ·  Other  ·  Admin →
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