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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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351 results found

  1. National insurance numbers (NINo) should appear in the following combination of letters and numbers - two letters, six numbers, one letter. For example: QQ 123456 C.

    1 vote

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  2. 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!

  3. 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


  4. 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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  5. 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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  6. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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  7. 58 votes

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  8. 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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  9. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    87 votes

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    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!

    Learn more about this functionality here.

    You can also assign all fields at once on the document level before you send the document.

    • If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
    • If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.


  10. 96 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

  11. 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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  12. 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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  13. Ability to redline a document without leaving pandadoc.

    159 votes

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

    4 votes

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  15. Merge cells in a table.

    154 votes

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

    145 votes

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  17. 29 votes

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

    161 votes

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  19. 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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  20. 32 votes

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