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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2930 results found

  1. 1 vote

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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!

  2. 3 votes

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  3. 1 vote

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  4. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 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!

  5. Automatically align selected fields

    15 votes

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  6. Have a button to remove all recipients from a doc, instead of removing one by one.

    3 votes

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  7. The integration still doesn’t show the Amex logo

    11 votes

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  8. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. Option to remove Account owner/Admin from the workspace

    19 votes

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  10. When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
    Option to fill the signers (recipients) based on custom properties

    6 votes

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  11. Be able to download a completed document's specific pages, to share separately.

    18 votes

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  12. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    5 votes

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  13. 45 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!

  14. 2 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!

  15. Right now only catalog items have images in pricing tables, but when I make a custom unique proposal I want the ability to add a photo to each line item from the document. Instead of saying "Image from catalog will appear here," make a button to add a photo.

    3 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!

  16. Ability to search for documents and templates by ID.

    7 votes

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  17. Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

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  18. 25 votes

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    12 comments  ·  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!

  19. Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    67 votes

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  20. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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